The mega-RIA will move 'multiple billions' of dollars to GSAS over the next few years, the firm says, as it opens more advanced investment strategies to HNW clients.
Adam and Daniel Kaplan were charged with wire and investment fraud and money laundering for misappropriating at least $5 million from dozens of clients, many of whom were elderly or disabled.
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DeVoe & Company’s quarterly 'RIA Deal Book' reported 57 total deals in the second quarter of 2023, a 15% drop from the same period in 2022. This year could be the first down year for M&A activity in nearly a decade.
Private equity company Lightyear, which has taken stakes in such firms as Allworth Financial and Advisor Group, has tapped Naratil to support growth and investments in the wealth management space.
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