News

Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners

Berta Aldrich will fill the newly created role; StepStone also hired a new head of RIA enterprise relationships.

The estate planning technology provider also announced a two-way integration with eMoney Advisor.

Jennifer Richardson, who started working as a consultant for the Forge Community almost a decade ago before becoming its head in 2022, is now a freelance coach for business executives and family offices, according to her LinkedIn profile. 

Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey.

Wealth revenue is up 14% on the year, however, net interest income slightly decreased due to “lower average sweep deposits.”

The deal with Landmark Wealth Management Group marks Beacon Pointe’s fifth transaction this year and expands the firm’s Midwest footprint.

The sale of U.S. Sen. Dianne Feinstein's jewerly, art and more was administered in accordance with her complex trust.