The Red-Hot Wealth Management M&A Space 

Republic Capital's John Langston says his firm is not seeing a slowdown in deals.

Optimal Health And Optimal Wealth Are Not Inseparable

Hightower's Heather Ettinger says wealth concerns need to be tied up with health concerns.

Bringing Large Company Insurance Expertise To Smaller Companies

Paul Palkovic of Kulchin Ross wanted to bring his insurance wisdom to smaller business clients.

Looking For The Behaviors In Clients’ Decisions

Even clients who seem rational can show unpredictable behavior, says Hugh Massie of DNA Behavior.


Billionaire Family Expands First Citizens By Scooping Up Failed Banks

Raleigh, North Carolina-based First Citizens will now be one of the top 15 US banks, with more assets than the likes of Morgan Stanley or American Express Co.


Glenmede Elects Two New Board Members

Glenmede, an investment and wealth management firm headquartered in Philadelphia, has elected Frances W. Ferguson and Dr. Sean X. Wang to its board of...

Conestoga Capital Promotes Christina Kowalski To Partner

Conestoga Capital Advisors LLC, an independent investment advisory firm headquartered in Wayne, Pa., has promoted Christina Kowalski to partner, the company said. Kowalski, a financial...

N.J. Advisor Trio Join RJFS Indie Channel With $435M AUM

Financial advisors Jeanne Eisele, Mary Gilbert and Leanne Gray, operating as Anchor Financial in Linwood, N.J., have joined Raymond James Financial Services (RJFS), the...

Jonathan Lewis Joins Dynasty’s Summit Trail To Head Sustainable Investing

Summit Trail Advisors, a New York City-based registered investment advisor (RIA) and member of the Dynasty Financial Partners network in St. Petersburg, Fla., has...

Tenn. Team With $832M AUM Joins Raymond James Institutional Platform

Memphis, Tenn.-based Fountain Financial Group, managing $832 million in client assets, has partnered with Pinnacle Asset Management, the wealth management arm of Pinnacle Financial...

Franklin Templeton’s Fiduciary Trust International Adds Senior Advisor

William Y. Yun, an industry veteran with four decades of experience, has rejoined Fiduciary Trust International as a senior advisor, the New York City-headquartered...



Everyone Wants To Make ‘Ryan Reynolds’ Money

Endorsing a big brand in return for cash is so last year. Now celebrities are clamoring for equity in the companies they’re promoting, in...

Maximizing Results In Your Family Office: Treat It Like A Business

Family offices, a once shrouded and sleepy corner of the investment world, have emerged as formidable participants in global capital markets. The number of...

Selling Advisors Need To Do More Due Diligence In Partial-Equity Deals 

Financial advisors are analytical by nature. They spend much of their time researching investment solutions, studying individual securities, and pouring over economic indicators to...