Rajiv Jain claims to be everything that Cathie Wood isn’t.

A plan, a little forethought and a lot of free education have helped James Bogart build an RIA with an organic growth rate 10 times the industry average.

Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estate planning and acquisition strategies.

Here are the hedge fund winners and losers of 2022.

The SEC says Pierce failed to disclose that he was paid more than $244,000 to promote the EMAX token, offered by EthereumMax, on Twitter.

The RIA space was on fire this week—eight acquisitions were announced, along with three newly created roles, one rebranding and a new head of NAPFA.

Jeff Steiner and Tim Durbin join the growing RIA focused on providing expanded private banking services in a fiduciary setting.

The firm cites market volatility, inflation and operating costs for the cuts.

Focus Financial released quarterly earnings exceeding industry and in-house expectations, despite dips in the firm’s organic growth and M&A activity in 2022.