News

The additions of Pedie Monta and McKennon 'Mac' Laas will grow the division that launched in December focused on clients with significant land holdings, including oil and gas reserves.

Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel hopeless.

Permit Capital Advisors brings alternative investment and philanthropic experience to Cerity Partners’ growing landscape of financial services for the ultrawealthy.

The group of four advisors will run Raymond James & Associates’ first location in Monroeville, Pa. 

Mercer’s acquisition of Sanford Advisory Services in Michigan is its second this week.

The Crypto Asset and Cyber Unit will increase to 50 positions; Commissioner Hester Peirce questioned why the commission was 'leading with enforcement in crypto?'

FINRA’s latest Industry Snapshot reflects the continued shift away from commission business toward advisory.

Snappy Kraken CEO Robert Sofia says Advisor Websites was a particularly attractive acquisition because of its compliance review tools, which may help with larger enterprise firms.