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“Tax stuff is very complicated,” the Dude said.

Cook will serve as president and CEO and join the RIA’s investment committee.

One of the managing directors has been in the industry more than 40 years.

Culturally, it was “probably one of the easiest deals in the world.”

The private equity-backed RIA is adding team members to support dozens of deals in the works.

The three advisors at Patton Wealth Management have more than 65 years of industry experience.

The executive of one of the largest RIAs will remain in the position until a replacement is found.

Hector May is accused of stealing millions of dollars from a company’s pension plans.

Carter-Prall replaces Kate Danella, who was named head of Strategic Planning and Corporate Development at Regions Bank.

Linda Pardini and Douglas Wulbrecht, who were previously with Wells Fargo Advisors, will report to the complex headed by Nathan Clakley.