Focusing on client’s problems, not industry solutions and jargon.

Pollock Salah Wealth Partners joins from First Republic, which was acquired by JPMorgan Chase last year in the wake of regional banking crisis.

Created by former Mariner and Focus dealmakers, Hue Partners is all about the human aspect of RIA M&A.

The Chicago-based RIA claims Lars Knudsen broke his non-compete agreement several weeks after he was let go for bringing a gun to work, among other allegations.

Brookfield Oaktree Wealth Solutions was an early mover in developing alternatives for individual investors. Here’s where it stands today.