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.

The $2 billion AUM Stafford Schauer Private Wealth Team joins Arax's Ashton Thomas Private Wealth from Deutsche Bank.

Two years after marrying, the firms now share the same name.

Brandon Corso will work from a new Baird office in the greater Washington, D.C., area.

The virtual platform is meant to streamline business administration and tech management for sub-$100 million advisors.