Culturally, it was “probably one of the easiest deals in the world.”

The cuts are global and range across several businesses in the group.

The private equity-backed RIA is adding team members to support dozens of deals in the works.

The three advisors at Patton Wealth Management have more than 65 years of industry experience.

About 47 million Chase customers will be offered the program, which gives them 100 free trades in the first year.

Innovative Financial Solutions manages clients that include faculty and administrators at Indiana University.

Financial advisors use options in 21 percent of client accounts and they expect to increase that to 30 percent by 2020.

The executive of one of the largest RIAs will remain in the position until a replacement is found.