The contradictions and competing priorities that come with the "professionalization" of the independent wealth management space underscored most of the conversations at the recent MarketCounsel Summit.
In the latest RIA news, Carson Group, Lido Advisors, Snowden Lane Partners, Buckingham Strategic Wealth, Savvy Advisors and Cetera all announced deals this week.
After rejoining the protocol earlier this year, Cresset is doing an about face and will leave the agreement effective Jan. 1, suggesting to some legal observers an ownership transition may be on the horizon.
Lincoln National Corp. is shedding its two broker/dealers and RIAs in a deal that adds about 1,450 advisors and $108 billion in assets to Osaic's network.
Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.
