WealthManagement Edge

The acquisition of Sweet Financial is Carson’s second-largest deal to date.

Private equity firm Warburg Pincus exits its investment in Kestra after five years, while Stone Point returns as majority owner.

The former RBC Capital Markets team will join Raymond James’ employee advisor channel.

Two leaders with different career paths, but a common theme: Joining principals who gave them the latitude to make an impact.

AlTi CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, but it created a permanent path for the business.

Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen.

Our tech columnist discusses AI and compliance with the chief executive of one of the industry’s largest providers of communications compliance technology.

Opto is aiming to capture the RIA segment serving high-net-worth and ultra-high-net-worth investors.

The bad news is, AI will further commoditize the work advisors do. But it won’t take over the advisor’s role as a guide.