The team, led by UBS lifer James P. Shafer and Michael B. Block, moved to NewEdge Wealth on Monday, according to the ...

Matt Doran & Claire Coombs detail &Partners' approach to estate planning with a case study in wealth transfer.

Record deal volume is reshaping RIA M&A as consolidators compete with increasingly ambitious independent RIA buyers.

Cerulli recommended that firms place new advisors on teams to cultivate long-term development, and provide a clearer path to ...

Sol Gindi believes fintech should be in service of giving advisors more time to connect, offer counsel, and serve clients.

Amy Begnaud's advice to other advisors is to pick a lane. Become a specialist over a generalist narrows the message, but not ...

Prospect Capital is betting on disciplined underwriting, a conservative lending mentality, prudent leverage, and overlooked ...

Conversations that uncover retirement lifestyle drift are the same conversations that strengthen long-term client ...

Michael Cronan gives a framework for RIAs positioning portfolios around the U.S. power-demand supercycle with SMRF, ELFY, & ...

Chad Petie argues philanthropy is moving into the middle of the relationship advisors have with wealthy families.

Concurrent pairs institutional infrastructure with growth capital for advisors who want to scale a business, not just run a ...

David McBee highlights how Concurrent's partnership model enables firms to scale while maintaining their entrepreneurial ...