Advisor Channels

The annual survey finds that only 46% of independent advisors strongly feel their firms are moving in the right direction, an 8% drop year over year.

The deal values the combined entity, Binah Capital Group, at $208 million. It starts trading under the ticker BCG.

The Regal Wealth Advisors team joined Summit Financial Networks, the OSJ run by Marshall Leeds.

The hybrid platform welcomes teams overseeing $985 million in Washington and Illinois.

Ryan Poterack shuttered his own RIA to join Private Advisor Group, as part of the firm’s growing cohort of fee-only advisors.

“We got tired of being shuffled around like cattle from private equity. We had no idea which direction Osaic is going,” said Jason Hohenstein, co-founder of the Equity Design Group.