Charlotte-based Kingfisher Capital was founded in 1989.
Kallsen most recently served as COO of Wealth Enhancement Group.
The marketplace for registered investment advisors saw 'a rebound to levels of deal activity not seen since early 2022,' according to Echelon Partners.
RIA hails 'significant operation improvements' from fintech platform.
The trio, from JPMorgan and Capitol Group, have launched Clover Capital Partners in Atlanta.
The company formerly known as SPS Family also owns Parkland Securities and RIA Sigma Planning.
The cutbacks affecting roughly 5% of its employees are aimed at ensuring the long-term success of its business, Hightower says.
Kistler-Tiffany Advisors has been working with clients for nearly 50 years.
Align Wealth Management, founded in 1994, also has an office in St. Petersburg, Florida.
With more allocation tools at their disposals, advisors are focusing on planning and growing their businesses, Fuse finds.
The two Kirkland, Washington-based firms will expand Coldstream’s business in the Pacific Northwest.
Experts discuss the advantages of annuities and a handy tool for advisors at a recent webinar.
Columbia-based FAI Wealth Management was founded in 1987.
The two established RIA firms have a combined reach across 40 states.
This is Wealthspire's third deal for a registered investment advisory firm this year.
$675 million team headed by ex-Morgan Stanley alumni helps firm build presence in the West.
After GTCR's 2020 deal for a portion of the RIA, additional private equity money will help the firm continue its buying streak.
‘My personal mission is to enhance the financial security of Americans,’ says Hopkins, who will serve as the firm's director of private wealth management.
New addition is an employee-owned firm based in Chicago.
Investment Adviser Association files petition pushing agency to make number of staff, not AUM, the deciding factor in defining a firm as 'small.'
