It is the sixth major acquisition Jeff Dekko’s hybrid firm has made since being acquired by Donald Marron’s Lightyear Capital.

Larry Rollins said Monday he was joining Brenton Point Wealth Advisors.

Texas-based Pinnacle Financial Group is the largest firm to date to choose Carson Group’s equity partnership option.

A tale as old as time.

The private equity firm agreed to buy the largest registered investment advisor in the U.S. for $3.02 billion in April.

The well-known personal finance expert and financial editor at NBC’s Today show is expanding her audience by over one million avid readers with the acquisition of the DailyWorth newsletter.

Schwab charitable DAFs rise to record levels, a flurry of M&A activity in the RIA space and a ”social investing“ app aims to make trading less scary.

Those hoping for a major reversal of a trend 40 years in the making are likely to be disappointed.

The deal will be a full recapitalization of the broker/dealer, which will retain its current operational structure.