News

Chief Technology Officer Gautam Sachdev will take the reins as Gamble transitions into his new role as vice chair for J.P. Morgan Asset Management Solutions.

Focus "hub” firm Kovitz is buying a partner affiliate in Chicago, while Creative Planning scoops up a Texas team.

With the deal, EP grows its assets by nearly $1.2 billion in Central California.

Vincita Investment Partners is the latest firm to join Sanctuary’s “partnered independence” model.

The wirehouse filed a suit against Gregory Chevrier, claiming he was draining revenue going to the widow of a Morgan Stanley advisor by luring clients away.

The acquisition expands iCapital’s data management and reporting capabilities.

Ahluwalia, an executive at Hightower's private equity investor Thomas H. Lee Partners, will serve as president, while Bob Oros continues in his role as chairman and CEO of the company.