Mark Copeland, founder of Signature Estate & Investment Advisors, and Ben Prigal, vice president of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs.
Now at $245 billion in AUM, Edelman expects to increase M&A momentum in 2024.
Despite industry protests asking for more time, the DOL will hold its public hearing on the rule next month and close the comment period Jan. 2.
With its eighth deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.
LPL Private Wealth Management aims to provide the resources and structure that a wirehouse advisor would typically have, at a higher payout.
Growing up with a single mom, a disabled sister and a personal struggle with dyslexia, Heather Kelly should have been a statistic. Instead, she has become one of the most successful and inspiring women in financial services.
Wealth Consulting Group founder and CEO Jimmy Lee discusses the ESG debate, use cases for AI in financial planning and more.
