A report from insurance broker Golsan Scruggs shows large increases in claims involving both the suitability standard and wire fraud in 2023.

This marks Focus’s second intra-partnership merger as part of its new 'hub' strategy, and it will create a $31.5 billion RIA.

Goldman Sachs Advisor Solutions continues to build out its tech stack and overall offering for RIAs, as it comes off its best month ever in terms of asset gathering.

Wealth Management IQ and ISS Market Intelligence (ISS MI) have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business.

The dips in M&A and total assets in 2022 should have been a wakeup call for the industry to return its focus to organic growth.

Nesvold says she’ll certainly use her M&A know-how, but she’ll also play a larger role connecting the dots between Emigrant’s businesses—with the high-net-worth individual at the center of it all.

Both Jennifer Staben and Tim Dowden claim the contracts they signed during their time at Edelman discourage individuals from working elsewhere, while Edelman accused one of the advisors of a “flagrant” breach of their deal.

Nesvold will work with all units of the bank that touch wealth management, including Emigrant Partners, where she'll serve as chair.