Industry

According to CEO Jeff Dekko, acquiring Northwest Investment Counselors will help Wealth Enhancement “better serve clients in the growing region.”

The deal with Stonebrook Private represents Elevation Point’s first strategic investment since its inception in June.

The investment from FJM, which has its roots in convenience stores, will help Balentine with succession planning and growth.

The tech provider is unbundling its tax services, as clients increasingly clamor for assistance from their advisors, according to CEO Andrew Altfest.

The current Wealth Management Head will take over as president of Kestra Financial in April, succeeding Stephen Langlois, who will stay on as a senior advisor to aid in the transition before retiring at the end of the year.

Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.

According to a lawsuit filed in Ohio federal court, Paul Saba created fictitious email addresses to falsely accuse two Raymond James employees of assault, insider trading and supporting a networking group for neo-Nazis.