The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets.

The deal with FirstWave represents Savant's 11th acquisition in the last year.

Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla.

In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners.

The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets.

Transitions Wealth Management serves approximately 400 clients and is based out of Denver.

“Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.”

Despite initial excitement, enthusiasm for Meta’s new social media platform has been flagging among advisors.

The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts.