News

Americana Partners is adding the group of eight in Midland, Texas, to expand its focus on oil and gas family wealth.

The private equity pioneer, who died last week by self-inflicted gunshot wound, evokes memories of being generous with both his time and money.

The deal with Clayton, Dubilier & Rice has an enterprise value totaling more than $7 billion, with stockholders set to receive $53 per share.

But what are the real costs?

Integrated Partners, a fast-growing RIA built on a CPA-affiliation model, makes its first full acquisition—a $2.25 billion Southern California RIA—as the firm embarks on 'deliberate' M&A growth strategy.

CI Financial is still set to take its U.S. business public and pay down debt on its Canadian businesses in 2023, said CEO Kurt MacAlpine—while a stateside shopping spree may be slowing.

Federal Reserve officials said the inflation in the US is resulting from a complex set of unprecedented conditions, and that it may take time to decelerate.

Based on the work of a small cadre of holistic financial planners and therapists, more advisors are tuning in to the psychology of money.