Irene Huhulea is an editor and an expert on financial advisor practice management. Irene has over five years of experience writing about personal finance, technology, and careers. She received her ...

The Under Secretary of the Army, Mike Obadal, and Gen. James Mingus, Vice Chief of Staff of the Army, toured Rock Island ...

The M&A announcements are coming fast and furious to round out a very busy 2025. Those were just some of the deals booked this week. Below are more notable ones across the financial advice industry.

RIA dealmakers returned in force after the extended Thanksgiving weekend, with mega-RIA Wealth Enhancement expanding its footprint in Indiana while Sequoia Financial extended its own reach in ...

Creative Planning has acquired registered investment advisor Burt Wealth Advisors, adding $1 billion in assets under management and expanding its footprint in North Bethesda, Md. Burt Wealth was ...