News

Lessons learned from Brinker Capital's merger with Orion Advisor Solutions.

Avantax hires a CMO and elevates practice management leaders, even as an outside investor seeks to shake up the broker/dealer's parent company.

While SurePath's AUM is small, the firm, co-founded by brothers Patrick and Jeff Brewer, will create a marketing and practice management engine inside WealthSource with the intention of becoming the next United Capital.

Ultimately, it's about evidencing thoughtful, humane and inclusive leadership consistently.

RIA and investor Ancora argues Blucora is mismanaging Avantax, its roll-up of tax-centric broker/dealers, including HD Vest, sending advisors fleeing.