Mary Kate Gulick claimed to be psychologically 'broken like a twig' from Carson’s lack of response to allegations an employee sexually assaulted a conference attendee, according to a lawsuit filed in Nebraska federal court.

The suite of prospecting, client retention and efficiency resources was developed in response to research that found more than half of advisors are having trouble landing new clients.

Andrew Page is stepping into the second new role Homrich Berg has announced this month to support strategic growth.

The $4 billion AUM firm now has 11 offices across the nation.

Private equity participation picked up after a 2023 dip, five deals involving over $20 billion in assets were announced and a couple of new names appeared on the list of top buyers.

The Denver-based outsourced family office tapped Tom Riley to lead portfolio management as part of a growth strategy targeting bank breakaways.

Fidelity says deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage.