Hilltop Securities Promotes Two Managing Directors in Wealth Management Division

October 21, 2020

Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet

September 4, 2020

Mercer Advisors Buys Colorado RIA in Latest Acquisition

August 7, 2020

Cresset Asset Management Names Chief Operating Officer

August 6, 2020

Creative Planning Buys $600 Million RIA Focused on Oversees Clients

July 15, 2020

Cresset Appoints Interim CEO Following Resignation of Michael Cole

July 14, 2020

Mercer Advisors Continues Buying Spree with $910 Million RIA Acquisition

July 10, 2020

Brookstone Capital and FormulaFolios Merge to Create $6.5 Billion RIA

July 9, 2020

Mercer Advisors Buys $660 Million RIA

July 2, 2020

Mercer Advisors Buys Los Angeles-Based RIA

July 1, 2020

Cresset Asset Management Buys $2.3 Billion RIA PagnatoKarp

June 18, 2020

SEC Bars Former RIA Executive Who Plead Guilty to Stealing from Firm

June 17, 2020

New Jersey Extends State Fiduciary Rule Finalization Amid Pandemic

April 20, 2020

Massachusetts Moves Forward with State Fiduciary Standard

December 3, 2019

Genstar-Backed Mercer Global Advisors Grows Northeast Presence with Latest Acquisition

August 15, 2019

SEC Charges Commonwealth with Failing to Disclose Conflicts on Revenue Sharing

August 2, 2019

IFP Hires Former Cambridge Exec as New Chief Compliance Officer

July 18, 2019

Genstar-Backed Mercer Global Advisors Buys $510 Million AUM Firm

June 21, 2019

Massachusetts Solicits Preliminary Comments on Proposed Fiduciary Rule

June 18, 2019

FSI Comments on New Jersey’s Proposed Fiduciary Rule

June 17, 2019