Even before President Donald Trump’s recent trade agreements, financial advisors were starting to feel a bit better over the health of equities and the economy.
The minority investment in Hub values the firm at $29 billion and includes funds managed by T. Rowe Price, private equity firm Alpha Wave and Singapore’s Temasek.
In a lawsuit filed in Georgia, Mercer argues Ryan Malec and David Weitz took former clients with them when they quit Mercer to form Unified Investment Management in 2023.
Financial Synergies has completed a long-term plan to transfer ownership to a new generation of advisors, passing up private equity and outside capital along the way.
TFO Family Office Partners' Chris Erblich details the purpose-driven evolution of the firm into three entities: a full-service multi-family office, a wealth management firm and a South Dakota public trust company.
After thinking through what was best for MarketCounsel’s business and his family, Stich has taken the CMO role at Moran, with plans to relocate to Naples, Fla.
Former Triad Wealth President Sara Baker will be head of M&A for Allworth, while Focus Financial Partners has made former network RIA President Zinovy Iosovich chief growth officer.
Goldman Sachs has launched a free investment university for advisors and individual investors as the asset manager seeks to connect with RIAs on its alternative and private market offerings.
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