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Newcomer F3Logic makes an impressive $2.5 billion debut.

Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.

The need for scale is forcing a reassessment of M&A strategy.

The firm has seen a number of planners exit in recent months.

Patrick O’Connor is a senior benefits consultant with Corporate Synergies. He partners with employers to develop health and welfare benefits strategies that target workforce requirements and address the organization’s financial goals. He works in the firm’s Bethesda, Maryland, regional office.

Peter Zaborszky is founder of BestVPN.com.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

Chairman Jay Clayton said he remains worried that cryptocurrency can be too easily stolen or manipulated on exchanges.

The deal could grow Baird’s headcount by about 44%.