Vested advisor owners were able to realize up to 40% of their equity holdings, Snowden Lane said. The firm also said it ...

The wealth tech firms are expanding their respective networks with their first strategic partnerships for 2025.

Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that recently surpassed $1 ...

EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment ...

WealthFeed, an AI-powered prospecting platform, announced today a strategic partnership with RIA Growth Catalyst, a premier ...

The Atlanta-based firm's is raising its appeal to the affluent with a newly created position within its family office and ...

Cerity Partners today announced that it is merging with Prio Wealth, a Boston-based wealth management firm with $4.1 billion in assets under management. The partnership, which the release said, “will ...