The partnership brings approximately $1.6 billion in assets under management to EP Wealth, raising its total AUM to over $31 ...

Eric Lyon, a former senior managing director at B. Riley Wealth Management, jumped in October to Kestra Investment Services.

The strategic alliance will see $13 billion of assets deployed by the alternatives giant into the growing universe of ...

Acquisition of veteran-led practice gives the national RIA with $11.84 billion in assets its fourth office location in ...

The agreement puts an end to one of many Biden-era efforts to exert regulatory control over the cryptocurrency space.

The top-ranked RIA firm is simultaneously growing its reach in Oregon and Georgia by welcoming three separate advisory ...

For those aging advisors who continue to learn, grow and offer new solutions to their clients, awesome. Continue working as ...

The $30 billion firm's latest acquisition adds a new location in Arkansas along with roughly $317 million in additional ...

Robert Weiss becomes head of Key Family Wealth with a focus on collaboration across the firm to grow its ultra-high-net-worth ...

The broker-dealer giants are extending their respective networks in California and Alabama as they each welcome an ...

Private equity is illiquid, hard to value, and expensive. Yet it could be useful within target-date funds, and the industry ...

Citi Wealth unveils new role for fiduciary investment just as JPMorgan's asset management arm welcomes experts to boost ...