Curley Wealth Management, a practice with about $500 million in pre-hire AUM, is the latest to join &Partners from David ...

AltA Holdings buys BridgeFT to expand private markets infrastructure with API access to 900+ financial data partners ...

In addition, $14B Mather Group acquires, Prime Capital recruits an established RPA, and EY analysts look ahead to the year in ...

Investors pull $2.9B from major private credit funds in Q4 as concerns mount over returns and credit quality in the $1.7T ...

Asset managers now devote 37% of RIA coverage time to mega firms as consolidation reshapes the wealth management landscape ...

Ferguson Wellman Capital Management acquires Great Northern Asset Management for $229M in first deal in its 50-year history ...

Jump analyzed 12,000 advisor-client meetings revealing advisors speak more than clients in 84% of cases in new insights ...

Moody’s said its ratings would remain unchanged following the proposed refinancing transactions.

Plan sponsors show growing interest in private market assets for DC plans, with 37% seeking education on pros and cons of ...

In other people moves, AlTi Tiedemann names a new co-head of wealth planning, and SEI promotes Jeff Benfield to chief product ...

Genstar Capital-owned Cerity Partners acquires a Maryland firm dating back to 1987, focusing on ultra-high-net-worth clients ...

Hubly integrations with Jump, GReminders, and Pulse360 are force multipliers for advisors seeking simplified workflows.