Cynosure's $270 million Savant deal reflects a growing private equity trend as the SEC investigates continuation vehicles.

The combinations involving Red Oak and AdvisorRankings illustrate how AI is reshaping both wealth firm operations and ...

New 5-in-1 onboarding tool aims to cut subscription paperwork as advisor demand for private markets accelerates ...

Cerulli projects a surge in advisor-held private capital even as liquidity concerns persist and interval funds gain ground.

The group, which specializes in wealth transfer and exit planning for business owners and ultra-high-net-worth families, is led by Managing Directors James "Trey" Mahoney III and Peter Foley Jr., ...

The deal marks the independent wealth management firm's first footprint in Alabama, expanding its national RIA acquisition strategy.

Artificial intelligence is no longer just reshaping investment portfolios, it is reshaping the litigation landscape around them.

A 14-person Boston-based team ranked among the nation's top institutional consultants joins Merrill Private Wealth Management.

Foundation Source's new president says PhilTech can turn charitable giving into a scalable, integrated advisory discipline.

Custodian restrictions from Schwab and Fidelity are forcing advisors and asset managers to rethink fast-growing long-short ...

Using the range of figures cited above, if a client buys $100,000 of structured notes, he or she is paying a financial ...

Mortgage employees at Morgan Stanley 's private banking division were pressured to approve home loans for wealthy clients ...