Deal volume dropped for the first time in more than a decade, as average deal size increased and private equity continued to play a major role.

The Birmingham, Ala.-based team of four managed $420 million at the wirehouse before going independent with Dynasty Financial Partners.

Karl Heckenberg’s new RIA investment firm has taken a minority stake in Perigon, as Merchant Investment Management exits.

The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform.

At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches.