Sullivan, Bruyette, Speros & Blayney caters to high-net-worth and ultra-high-net-worth families whose members are typically attorneys in the Washington, D.C., area or tech executives.
Bruno, a long-tenured executive for InvestmentNews and more recently Echelon Partners, brings deep ties to the advisory community and will focus on bridging media and events at Informa.
CI Financial’s affiliate Congress Wealth Management's AUM balloons to $5.8 billion.
The most up-to-date financial statistics across nine categories to boost your financial literacy and fine-tune your decision-making—personal and professional.
The merger of Coldstream Wealth Management and Paracle Advisors was done without private equity or outside equity capital and preserves its employee ownership structure.
The mergers, acquisitions and advisor moves you may have missed the week of April 26-30, 2021.
The lines between traditional broker/dealer and RIA are getting blurrier.
In a letter to the firm that administers the protocol, J.P. Morgan specified that its participation does not extend to its branch-based advisors, some of whom they are charging in court with soliciting former clients.
BTG, which oversees $50 billion in wealth assets, is considering moving to a bigger office in Miami, where its U.S. wealth-management unit is based.
