PE–backed platforms, serial acquirers, and a deeper buyer bench drove record a record 466 wealth management merger deals last year, according to the M&A consultancy firm's latest tally.
Meanwhile, Composition Wealth adds a Hightower leader to its C-suite, and a veteran executive from Osaic comes to bolster Lenox Advisors' planning capabilities.
New 9.9% levy on income above $1 million would layer onto capital gains and payroll taxes, reshaping Washington’s appeal for tech workers and business owners.
Also, Raymond James onboards another Commonwealth team in Wisconsin, while an experienced duo from Ameriprise hops to LPL.
LIMRA data show 2025 annuity sales topping $460 billion as RILAs, FIAs, and fixed-rate deferred products drive growth.
New active funds split exposure between AAA-rated and lower-rated CLO tranches, marking Fidelity’s first ETFs dedicated to the asset class.
From office space and staffing to debt, equity, and revenue‑share deals, Dynasty's Harris Baltch lays out the real cost of launching an RIA.
Analysis points to historically large peacetime deficits and debt levels, raising new questions for advisors about retirement income security and future policy changes.
The AI-powered upgrade aims to create a transaction-focused hub for dealmaking, recruiting, and succession planning among wealth and financial advisory firms.
Despite historical evidence against wealth flight concerns, the Meta CEO is joining a growing list of tech titans exiting for Florida's luxury market.
