Carson Wealth moves into Indiana with the addition of Spectrum Management Group, the fifth team to join this year with over $500 million in assets.

The hybrid RIA expects to add $1 billion in assets in the next year from helping business owners sell.

In 10 years at Wells Fargo Advisors, David H. Hohimer and his team managed more than $650 million in client assets.

The use of independent advisors and fintech is expected to rise as clients seek more customized services.

The firm has officially forgone its original partnership model and is now solely focused on providing capital and support services to RIAs.

A new report from PriceMetrix found advisors grew revenue without relying on robust market performance by forging new client relationships and strengthening existing ones.

Americana Partners' advisors join Dynasty Financial from Morgan Stanley; it is the largest single team to join Dynasty and the largest breakaway of the year.

The consolidator and its affiliated firms were responsible for 11 of the 49 deals to start the year, according to Echelon Partners.

Fifty-five percent of investors consider themselves 'traditionalists,' while 45% identify as 'trailblazers,' according to a new survey by Edward Jones and Dow Jones Intelligence.

Nearly all of the metros with gains are located away from the coastal hubs and in lower cost areas.