Author: narayan

As we move into 2026, advisory firm leaders face a convergence of pressures: tightening margins, rising client expectations and an

Mergers and acquisitions activity in the registered investment advisor space reached new heights in 2025, with deal volume at 466,

Joe Duran’s career has always been about reaching new heights—and then helping others climb on their own. A proverbial mountain

In the RIA space, a longstanding tension has existed between sales staff and operations staff. Traditionally, sales teams have been

(Bloomberg) — Nuveen is buying Schroders Plc in a £9.9 billion ($13.5 billion) deal, creating one of the world’s largest

A significant percentage of women still lack a clear path to investing in venture capital and confidence about private markets

PitchBook has launched PitchBook Valuation Estimates, a daily framework that the firm says will provide a “consistent, independent and data-informed

PNC Wealth Management, the advisory division of PNC Bank, is investing to capture more mass-affluent investors at the early stages

(Bloomberg Markets) — The American retirement system is on the verge of one of its biggest changes in decades, with Wall Street’s private

(Bloomberg Opinion) — Artificial intelligence doesn’t only threaten to put herds of software businesses out to pasture. Anthropic PBC’s schooling of its