Diana Britton

The funding will help Facet Wealth continue to grow its business, targeting the segment of the market that has never worked with a financial advisor.

Luke Barbalich was a client of Biondo Investment Advisors for 20 years. Now, he’ll sit on the other side of the table as an advisor at the $800 million RIA.

Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market.

Lori Love, Advisor Group's chief experience officer, is stepping down to focus on her family, and said in a personal message to employees that her husband had a hard battle with COVID and still has lingering impacts...

RiverFront and Baird have bought a minority stake in GAMMA Investing, a woman-owned direct indexing platform.

Choir hopes to set the standard for conference diversity, with the goal of raising the visibility of women, nonbinary people and people of color onstage at industry events.  

The combined businesses will continue to operate under the Laird Norton Wealth Management and Wetherby Asset Management names.