In addition, MAI Capital acquires a $527 million firm in Maryland, and Mercer pens its second deal of the month to expand in ...

Stratos Founder and CEO Jeff Concepcion and SEI Head of Asset Management Michael Lane on what the acquisition means for both ...

Advisors can enhance client portfolios with private investments as wealthy investors increasingly adopt alternatives ...

Alex David departs Raymond James’ independent channel to succeed Ata Azarshani at who will retire at the end of the year from ...

Michael Nathanson, who has served as CEO of Focus Financial Partners for the last year and a half, is stepping down from the ...

Flagstar’s private wealth business is expanding further into wealth management by bolstering trust, estate and insurance, to ...

RIA Cerity Partners will also be the exclusive wealth manager for Nasdaq Private Market, which manages equity sales in firms ...

Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and retirement, as it advocates for ...

In the Diamond Podcast, FINNY co-founder Eden Ovadia details how the firm uses AI to automatically match financial advisors ...

Survey finds 90% of advisors allocate to alternatives with 88% planning increases as risk diversification drives structural ...

Trajan Wealth serves mass affluent to ultra-rich clients with balanced equity approach and selective private market ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...