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

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

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

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

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

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

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

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

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

FINRA urges brokerage firms to develop procedures catching AI hallucinations and bias in new 2026 regulatory oversight report ...

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 ...