The VanceGray partnership announcement is just the latest in a series of delayed reveals of December deals from Wealth ...

According to CEO Jeff Dekko, acquiring Northwest Investment Counselors will help Wealth Enhancement “better serve clients in the growing region.” ...

The serial acquirer's latest RIA partnership adds more than $673 million in client assets while strengthening its presence in ...

A local financial firm has made an acquisition. Capitalis Planning Partners, a Louisville-based financial security company, acquired Meyer Financial, a Louisville financial planning and wealth ...