With NEPC, Hightower and its affiliates will represent over $1.8 trillion in assets under advisement and $258 billion in assets under management.

The two partners who revived the brand have dropped competing lawsuits against each other, splitting the company and taking their businesses "in different directions."

In the newly created position, Abbey Eastham, a former senior investment solutions manager at Cetera, will manage the relationship between Realta and its network of over 150 advisors.

The deal with Pegasus Partners is the largest since Lido sold a minority stake to private equity firm Constellation Wealth Partners earlier this year.

Reg BI compliance and the use of crypto assets are other areas of focus for the upcoming year.

A sea change is denoted by a radical transformation that requires a comprehensive revamp of a business’s strategies, systems, processes or structures. This significant change is often driven by major market shifts or threats to the...

The 58-year-old RIA pioneer and architect of Mercer’s rapid growth-by-acquisition strategy oversaw almost 90 deals during his tenure. Martine Lellis, principal of M&A partner development, will take on his responsibilities.

Separate lawsuits have LPL Financial and Ameriprise Financial battling over advisors leaving, claiming breach of contract and misuse of confidential client information.