“2024 was a good year for industry, and this year feels like we’re being shot out of a cannon,” one senior brokerage executive said.
Kowal Investment Group represents the private equity-backed aggregator's 10th new RIA affiliate in two years.
Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.
Twenty investment specialists are transitioning over to the insurance giant as it looks to strengthen its capabilities in higher-yield strategies.
Roughly two dozen specialists to support Merrill Wealth Management advisors on alts, custom asset allocation, specialized lending, and more complex services for elite clients.
The $50 billion RIA network's latest affiliate joins its international ultra-high-net-worth group with $700 million in assets.
With roots going back more than 130 years, the privately held hybrid RIA based in Missouri is looking forward to continued independence.
Which products are most used now, which are set to see strong growth?
The firm's advisors now manage more than $14B after record-breaking year.
The wealth tech veteran brings "deep industry experience and a proven track record" to the new C-suite position at Orion.
Six US banks have exited the UN-convened Net-Zero Banking Alliance since December, ahead of President-elect Donald Trump regaining office.
The leading RIA's latest move in Cedar Rapids extends longstanding partnership while supporting veteran leader's longer-term succession planning.
The PE-backed RIA's inaugural deal in Michigan also vaults it past a key asset milestone.
“Could he eventually convince more B. Riley advisors to move elsewhere?” one executive asked.
The strategic alliance will see $13 billion of assets deployed by the alternatives giant into the growing universe of asset-backed lending.
Acquisition of veteran-led practice gives the national RIA with $11.84 billion in assets its fourth office location in Pennsylvania.
The top-ranked RIA firm is simultaneously growing its reach in Oregon and Georgia by welcoming three separate advisory practices.
Founder's son becomes CEO of firm with 40 year history.
Former JPMorgan leader joins amid strong growth for the unit.
Private equity is illiquid, hard to value, and expensive. Yet it could be useful within target-date funds, and the industry may be lobbying the Trump administration to get into the 401(k) market meaningfully.
