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 ...

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 ...

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

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

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

State securities regulators ask lawmakers to vote no on bill expanding private market access, citing investor risks ...

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

Matt Halloran will serve as chief evangelist at Zocks, leading education efforts around AI adoption for advisors.

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

Long-term care costs can devastate retirement funds despite good planning, with 70% of seniors needing care services ...