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The funding will help Facet Wealth continue to grow its business, targeting the segment of the market that has never worked with a financial advisor.

Perry Santillo and co-conspirators defrauded approximately 1,000 investors out of more than $100 million, according to the Justice Department.

Luke Barbalich was a client of Biondo Investment Advisors for 20 years. Now, he’ll sit on the other side of the table as an advisor at the $800 million RIA.

A third of the new managing directors are women, and 10% are Black.

Investors poured a net $104 billion into ETFs in the three months ended Dec. 31 -- a record for the company.

Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market.

Not all firms participate equally in the M&A frenzy. Successful firms—both buyers and sellers—share these characteristics.

Repetto, CIO at Avantis Investors and former co-CEO of DFA, designed a new index for annuity platform provider DPL Financial Partners.