See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.
The trio of Sarah, William and Dexter Grafton will form Grafton Wealth Advisors by joining LPL's independent broker/dealer channel for advisors from wirehouses or full-service firms.
The Chicago-based RIA claims Lars Knudsen broke his non-compete agreement several weeks after he was let go for bringing a gun to work, among other allegations.