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The insurer-backed firm secured its third M&A agreement of the year and fifth in its history for a firm with at least $1 billion in client assets.

Bart Peluso III is Vice President of Marketing at KnowledgeLake. He joined the company from Microsoft where he introduced & led 'Hyperautomation' across the company's 15 global regions. Prior to Microsoft, Bart was the Global Head of Product Marketing for Blue Prism, where he drove the creation of the RPA Market along with Gartner's RPA Magic Quadrant. Bart has managed Product Marketing Strategy, Competitive Intelligence, Technical Alliance Partnerships (TAP) & Customer Advisory Groups in the 'Automation / Document Processing space since 2010. He led Product Marketing for disruptive new technologies at Cisco, Dell & the revolutionary start-up Mesh Networks.

The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.

Steven L. Antonakes is the executive vice president for Enterprise Risk Management at Eastern Bank and previously served as the deputy director of the Consumer Financial Protection Bureau and the Massachusetts commissioner of banks.

Independent branches are playing a pivotal role in the industry — regardless of anyone’s opinion or awareness of them.

Todd Stead is a regional group benefit sales consultant at IFC National Marketing.

For the bottom 80% of households by income, bank deposits and other liquid assets were lower in June this year than they were in March 2020.

Stacy Farber is a partner at UHY LLP. She brings over 21 years of experience in financial leadership, with a background in business consulting and auditing. She is the head of the UHY Employee Benefit Plan Center of Excellence for the Northeast Region and specializes in industry-agnostic employee benefit plans.

High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.

The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.