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The combined firm will be based in Los Angeles. In 2022, Crescent Bay received a minority investment from Merchant Investment Management.

UBS is the biggest global wealth manager but lags its peers in the U.S., where it has struggled to scale up the independent broker model it uses.

They cited performance, change in service levels and advisor moves as reasons they would switch today, according to a new Dynasty study.

The AI- and machine learning-powered platform helps streamline data aggregation and tax reporting for alternative investments.

The new platform provides single sign-on access to an advisor's applications and resources.

The partnership will make it easier for BlackRock’s RIA clients to invest in private assets alongside traditional assets.

At RIA Edge West, Charles Schwab and WealthManagement.com hosted the Female Advisor Breakfast to discuss the challenges and career transition issues women face in a traditionally male-dominated industry.

Mariner CEO and President Marty Bicknell will maintain majority control, and Leonard Green & Partners will retain its minority stake in the wealth management firm.

A Georgia-based advisor is also moving from Edward Jones to Raymond James’ independent advisor channel.