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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.

The Department of Education already announced that the rollout will be delayed for a second year in a row.

Sanctuary announced several new capabilities at its Oasis conference in Hollywood, Fla., as it continues to integrate the tru Independence acquisition.

John Hardin will join UBS in Miami with Integra Partners, a private wealth team with more than $7 billion AUM. Senior Wealth Strategy Associate Katelyn O’Hara will join him.

The figure represents growth of 67% from year-end 2022.