Industry

Advisor Emlen Miles-Mattingly had some encouraging words for young financial professionals from diverse backgrounds: 'You can make it in this career,' he said, speaking at the Diversitas symposium.

Sweet Financial Partners, with offices in Fairmont and Jackson, Minn., is joining from Raymond James.

ACG Wealth joins Mercer, as the RIA looks to expand its middle- and back-office capabilities.

James Dilworth is Co-Founder and Managing Partner, Veriti Management

Kristen Kimmell is Executive Vice President, Business Development, Advisor Group

Franklin Templeton's announcement it will buy Lexington Partners, a private equity fund manager, for $1.75 billion, comes on the heels of T. Rowe Price's $4.2 billion purchase of Oak Hill Advisors.

LPL Financial has been adding advisors via Strategic Wealth Services, its W-2 employee model and its relaunched RIA custody offering.

Bank of America's overall roster of wealth advisers slumped to 18,855 in the third quarter, down 8% from a year earlier.

For the right firm, the high price tags are appropriate given the growth trajectories. 'If you can acquire a firm and increase the profitability and make them grow faster, you can pay more,' said David DeVoe, speaking at the DeVoe & Co. 2021 M&A+...