Author: narayan

Jim Dougherty, a parter at Dungey Dougherty PLLC, is speaking at two sessions of the Heckerling Institute on Estate Planning

&Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells Fargo Advisors, has added

Rapid consolidation has led to mega RIAs and aggregators controlling an ever-greater share of RIA assets, and asset managers have

Osaic, the private equity-backed independent broker/dealer that recently completed a multi-year consolidation of several acquired b/ds, has proposed to refinance

Retirement plan sponsors are expressing a significant interest in adding private markets exposure to DC plans, according to the 2025

Erik Merkau, the former head of strategy and execution at Edelman Financial Engines, has joined Choreo, the registered investment advisor created

Advisors have been seeking ever greater efficiency and more seamless integration between their tools for all 19 of the years

Over the last year, we’ve seen meaningful shifts in how advisors think about growth, long-term strategy, and enterprise-value creation. Some

Joining the chorus of umpteen “Best” awards the financial media has concocted over the years, I am announcing the creation

As the desire for private markets exposure becomes commonplace among individual investors, one RIA is getting into the asset management