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Advisor Group merger tests its financial advisor recruiting

Moody's upgraded the firm's debt rating, but rivals are likely to pounce if service from the corporate office deteriorates during a complex and lengthy transition.

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How rising interest rates cushioned IBDs in a stormy 2022

Rising interest rates provide a lifeline for independent broker-dealers, or IBDs, especially in chaotic markets.

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US in the news: Fairport Wealth names CEO | International Adviser

US in the news: Fairport Wealth names CEO | International Adviser
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.

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RIA Roundup: Atria to Acquire Grove Point Financial From Kestra

The RIA space saw at least eight deals this week, representing more than $38 billion in total assets.

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Kestra Holdings sells Grove Point Financial to Atria Wealth Solutions

The sale of $15 billion Grove Point Financial comes as smaller broker-dealers confront market headwinds.

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