Carson Group also added another $1.45 billion team in Ohio, while Utah-based Diversify further extend its reach in Boston.

A wealth management firm with backing from private equity giant KKR just bought up its second D.C.-area competitor in as many ...

The purchase of Hemington Wealth Management adds a team of 16 and continues Beacon Pointe’s aggressive acquisition campaign.

Two wealth management firms with a combined AUM of around $32 billion have announced deals to expand their reach. Ohio headquartered RIA Sequoia Financial Group, which serves more than 11,000 clients ...

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

According to John O’Connell, CEO of the Oasis Group, wealth platforms should not be evaluated on a simple good-versus-bad scale. “It’s not good or bad necessarily,” O’Connell says. “One of the biggest ...

High-income individuals and families prefer multi-family offices over various private wealth industry professionals (Exhibit 1). This preference increases as their level of affluence rises. The goal ...

With wealth management firms grappling with the need to adopt AI tools (which may involve complex integrations) while staving off cybersecurity threats and positioning the company for growth, a ...