Erick Bergquist

RIA valuations remain strong as cheap money brings more cash into the acquisition structure, according to M&A leaders Rush Benton of Captrust and Karl Heckenberg of Emigrant Partners.

WealthManagement.com talked to Creative Planning CEO Peter Mallouk about why his firm had no need for a PPP loan and how he plans to increase employee diversity at one of the nation's largest independent RIAs.

Captrust has added Lakeside Wealth Management to its burgeoning national franchise.

The partnership with Bain Wealth Management, a $100 million RIA in Salem, Ore., provides a good example of Carson Group’s strategy.

Creative Planning CEO Peter Mallouk said the firm will also create an ongoing financial education program for disenfranchised communities.

Reinhold and Sam Wigand became the latest advisor team to bolt for Sanctuary Wealth.

A Chicago-based private equity firm gives Captrust a shot in the arm to hunt for larger acquisitions, as well as provide liquidity to some of the firm's 380 current employee shareholders.

The four-person team led by father and son Nick and Bryan Garris has left UBS and set up shop in Calabasas, Calif.