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

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

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

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

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

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

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

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

SEC proposal would increase the number of investment advisors classified as small entities under new rules. The threshold ...

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

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

The RIA industry suffers from choice overload with 850 asset managers and 15,000 RIAs struggling to connect efficiently ...