We know the need is going to be long-standing, and it’s going to be immense,” said one Los Angeles-based advisor.

Interest rate cuts spurred a blockbuster fourth quarter for dealmaking that contributed to a record 272 transactions last ...

Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, ...

Gerry Spitzer of Questar Capital Partners shares his perspective of building a business at Merrill and, more recently, UBS, ...

Scott shares some great tips on how to enhance the value of your investment advisory practice and the challenges financial advisors face when looking to sell their practice or merge with another one.

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

The firm’s CEO cited a “very competitive” recruiting market in 2024, but forecasts a better 2025 as longer-term efforts pay ...

Advisor Thomas Chadwick allegedly lost clients $11.1 million, and several of them blame Fidelity's lack of supervision, according to a statement filed with FINRA.

The storied family office has also launched a new RIA, to which it will transition the vast majority of its $9 billion in ...

Salient Wealth Planning Group is the latest advisory team to leave Osaic after the integration of its broker/dealer entities.

The potential disruption of the AI market is shaking up some investment theses. But many are waiting for the dust to settle ...

Pennsylvania-based Legacy Planning Partners represents the latest addition to Hub Retirement and Private Wealth, a Hub division servicing about $172 billion in total assets.