RIA News

Also, the fourth quarter became the most active quarter in history, with 78 reported deals, according to DeVoe & Company.

David Montgomery will support Concurrent’s retirement plan advisors and expand the firm’s resources in the space.

Captrust has acquired Virginia-based Campbell Wealth Management and St. Paul, Minn.-based TruNorth Wealth Partners.

The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th strategic investment this year.

Bradley Knapp takes over for current CEO David C. Fulton, Jr., on Jan. 1, as part of a longstanding succession plan.

M&A is not for the faint of heart, said panelists at The MarketCounsel Summit.

Chicago-based Hightower’s investment in Dechtman Wealth Management is the firm’s sixth this year and follows its majority stake in institutional consulting firm NEPC several months ago.