Sources said investor Summit Partners has hired Raymond James to explore a sale of an ownership stake it took in the RIA that ...

Jeff Ringdahl, who had a short stint as president and COO of $23.6 billion RIA Summit Trail, will be president of Raymond ...

Columbia Threadneedle's Daniel Milligan explains how technology makes SMAs accessible and why tax-aware personalization ...

Delegate to Elevate shows why this bottleneck is holding your practice back and exactly how to fix it.

Buffett separates culture from operations in succession planning, offering wealth advisors a framework for guiding families ...

Rob Reiner and his wife were found dead in their Brentwood home, as his son was arrested, raising complex estate planning ...

Bill Morrissey, who was hired three years ago to grow Atria's independent channel, is the latest to leave LPL Financial ...

BlackRock officially manages $80 billion in Citigroup private banking assets globally through new partnership deal ...

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

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

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

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