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

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 ...

Authorities arrest Canadian Nathan Gauvin in England for allegedly defrauding hundreds of investors through Gray Digital fund ...

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

Jim Dickson warns advisors that strong digital presence and organic growth drive valuations as RIA consolidation accelerates ...

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

Michigan should consider split-dollar life insurance for basketball coach Dusty May, following a similar arrangement with ...

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

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

Kestra’s fee-only RIA channel Bluespring made nine acquisitions this year and is funded for an active 2026, according to CEO ...