Author: narayan

If you read last month’s column, you’ll know we ended with the notion that wealth management would continue to see

Private equity is steadily encroaching on the RIA industry’s middle market, as PE-backed firms now own nearly one-quarter of the

Modern Wealth Management, a $10 billion registered investment advisor based in Monterey, Calif., has acquired Public Safety Financial/Galloway, a firm

Ryan Beach, who most recently served as the CEO of advisor technology consultancy F2 Strategy, has joined the global wealth

The Internal Revenue Service and Security Summit partners are concluding their annual five-week “Protect Your Clients; Protect Yourself” awareness campaign

It’s not all “good times” for John Amos’s estate as a bitter family feud erupts between his two children. In

Tech-driven fixed income and structured products trading firm InspereX appointed Brandon Laczkowski as managing director and head of RIA sales. 

Welcome to Talking T&E for Advisors, where Trusts and Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth

Morningstar has debuted its first batch of ratings for semiliquid funds, releasing scores for six interval funds. In the first

A $1 billion Chicago-based firm is joining Apella Wealth, marking that firm’s first offices in the Windy City. Park Piedmont