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RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

Akron , Ohio , United-states , Virginia , Houston , Texas , Palm-coast , Florida , Oklahoma , Grand-junction , Colorado , Denver

RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

Houston , Texas , United-states , Tampa , Florida , Colorado , Denver , Ohio , San-antonio , Grand-junction , Evermay , Virginia

Orchestrating A Plan — With Cody Garrett – InsuranceNewsNet

Advice-only financial planner Cody Garrett spent the first decade of adult life making music. Now he’s getting noticed for an unusual and unselfish approach to financial planning.

Boston , Massachusetts , United-states , University-of-houston , Texas , Rice-university , Houston , Berklee-college-of-music , American , Dave-ramsey , Joe-birkofer , John-hilton