Private equity company Lightyear, which has taken stakes in such firms as Allworth Financial and Advisor Group, has tapped Naratil to support growth and investments in the wealth management space.

The mega-RIA will move 'multiple billions' of dollars to GSAS over the next few years, the firm says, as it opens more advanced investment strategies to HNW clients.

UBS has previously said that legal liabilities related to Credit Suisse could run to as much as $4 billion over 12 months.

The most valuable gatherings focus on the future, which is what the Wealth@Work conference is all about.

DeVoe & Company’s quarterly 'RIA Deal Book' reported 57 total deals in the second quarter of 2023, a 15% drop from the same period in 2022. This year could be the first down year for M&A activity in nearly a decade.

Don’t assume wealthy clients have done their planning.

Henschen, who owned Henschen & Associates, was a pioneer and thought leader in the independent recruiting space.