Industry

RIA Soltis acquired accounting, tax and advisory firm GDM Private Financial Solutions, the latest example of client demand for integrated wealth and tax planning solutions.

Gabe Lapito thinks many RIA owners who sell their businesses are looking for a big check to fund their retirement. But he and his partners, almost all in their 30s or early 40s, instead set their sights on adding new clients and assets.

The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.

It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.

Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with wealthy families.

The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.

As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.

Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.

Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.

The retirement, asset and wealth management giant will be called Equitable and manage $1.5 trillion in assets.