Buckingham acquires $782 million RIA

Portland, Oregon-based Confluence Wealth Management was founded in 2011
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Biden win would hit private equity deals

Biden’s tax proposals and call for increased antitrust scrutiny would pose challenges for dealmakers
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LPL sees more industry consolidation coming

LPL, a recruiting powerhouse, reported a year-over-year gain of 819 financial advisers at the end of September
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More companies embrace climate risk disclosure than actually do it

Six in 10 of world’s 100 biggest public companies want businesses to measure and disclose how possible climate outcomes could impact performance
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Adviser optimism rises for fourth quarter

Heading into Q4, advisers are feeling more confident about financial markets, their businesses and the overall economy
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