Diana Britton

TradePMR's Robb Baldwin outlines the value the deal brings to RIAs, including a more tech-driven referral program and back-office systems not built on legacy platforms.

George Kinder opens up about his own personal journey that shaped his passion for life planning and mindfulness.

M&A is not for the faint of heart, said panelists at The MarketCounsel Summit.

Bradley Knapp takes over for current CEO David C. Fulton, Jr., on Jan. 1, as part of a longstanding succession plan.

The move follows Rich Steinmeier's promotion from managing director to CEO, replacing Dan Arnold, who was terminated for cause on Oct. 1.

The deal with Fishman Block + Diamond will expand Cerity’s tax advice service in the Los Angeles area.

The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th strategic investment this year.

David Montgomery will support Concurrent’s retirement plan advisors and expand the firm’s resources in the space.

Also, the fourth quarter became the most active quarter in history, with 78 reported deals, according to DeVoe & Company.

The firm has also hired Christian Mitchell, chief digital and information officer at Northwestern Mutual, to take over Mackay’s responsibilities.