Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director.
Carlyle and Bain Capital are said to be the final bidders for Wealth Enhancement Group as PE appetite for independent wealth managers intensifies.
Ipsos survey of 30 countries finds confidence rising globally but American consumers grow more cautious year over year.
A California team with four decades of combined experience and a Kentucky father-son practice headline this week's advisor movement.
From generative AI on trading desks to personalized portfolio tools, financial firms are spending big on AI, but measuring returns is proving harder.
The three-firm alliance debuts two closed-end funds giving wealth management clients simplified access to private equity, real estate and credit.
The fast-growing RIA aggregator adds Transcend Capital Advisors, a multi-state firm with more than 1,000 client relationships.
Osman Nawaz, an agency veteran who rejoined last month, takes over as principal deputy director.
Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs.
Advisors face a psychological gap: clients are financially ready to retire but not ready to spend.
