WealthManagement Edge

Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.

The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab in Orlando, Fla.

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.