Industry

Cerity Partners announced the acquisition of $1 billion AUM Sullivan & Serwitz.

A $10 billion AUM wealth management team based in Charlotte has joined UBS.

The $4.4 billion in revenue for Goldman Sachs' private banking and wealth management group is tiny compared to brokerage behemoths Morgan Stanley, Merrill Lynch and even JPMorgan Chase.

Customers opened 433,000 new brokerage accounts in fourth quarter, bringing the total to 12.3 million.

The client relationship form is, by design, limited to two pages in order to ensure brevity and clarity of disclosures. Yet many are grappling with the space limitations by using interactive tools and hyperlinks to other, lengthier documents...

LA-headquartered RIA creates a fiduciary institutional consulting team.

Orion Advisor Solutions' private equity owner is reportedly asking $1.875 billion for the firm. Founder and CEO Eric Clarke said the news came as a surprise.

It’s not an aggregator, an investment bank or private equity firm. So what has Merchant Investment Management been quietly building for the past three years?