Industry

The pandemic has condensed many potential sellers’ timetables for exiting the business and will most likely create new avenues for hungry buyers to grow through acquisition.

UBS staff have indicated they want more personal time and women in particular have sought greater flexibility to work from home.

Ronald Thacker will be based in Austin and help Americana with expansion plans in Texas and other states.

Fighting to increase the number of women in finance is not only the morally just thing to do but also a $25 billion opportunity.

Boston Private hits reply to HoldCo Asset Management's claim that a proposed deal “grossly” undervalues the firm to pursue "pie-in-the-sky" wealth management.

Kingswood U.S. CEO Derek Bruton says the new platform will address some of the pain points advisors have when investing in alternatives.

Additionally, Virginia closed its public comment period for its own regulation based on the National Association for Insurance Commissioners' model rule from last year.

With four private wealth advisors and backing from one of the richest families in the world, Beryllus Capital marks Focus Financial’s push into UHNW and international markets.

The mergers, acquisitions and advisor moves that occurred the week of March 15, 2021.

Maxine Waters and fellow Democrat Representative Joyce Beatty sought the information from the 31 largest U.S. investment firms, all of which manage at least $400 billion