The call for greater independence became the motivation for Steve Dimitriou to leave FiNet in 2020 and launch his own RIA firm, Mayflower Advisors, which today manages over $1.7B.
On his 25th anniversary with Merrill Lynch, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity. Craig...
LPL's head of advisor M&A discusses what is driving the recent frenzy in mergers and acquisitions, what to look for in buyers or merger partners, and the best post-transaction practices to ensure a successful integration.
