In addition, client referral firm Advisor.com hires a COO to lead digital marketing, and BlueSpring makes leadership hires ...

Viral Patel is the CEO of BXPE. Patel is a member of the Investment Committees for BXPE, Blackstone Growth and participates ...

The growth of managed accounts driven by direct indexing and tax optimization, and the role of technology in making SMAs more ...

Many articles have been written on planning with both grantor and non-grantor trusts for gift, estate and income tax planning ...

Ginger Brennan recently retired after a 40 + year career in financial services most recently at Voya with a focus on ...

Writers of television series and movies have decided that estate-planning issues make for good drama, and in some cases, even comedy.

Read the latest expert commentary from Kevin W. Corbett, Managing Director, Corporate Development at Mariner, on ...

LPL and Ameriprise announced advisor shifts alongside one of several lawsuits being filed alleging misconduct by departing advisors. On Wednesday, LPL Financial announced that two former Ameriprise ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund (HLVCG) ...

Recent assertions that M&A activity in the registered investment advisory space is not, in fact, slowing appear to have been borne out yet again this week as more than $140 billion in transacted ...

The platform digitizes some of the private market investment processes and helps match investors with curated investments “while leveraging blockchain and asset tokenization to enhance transparency, ...