Philip Palaveev, former president of the Fusion Advisor Network, has launched his own consulting firm focused on helping advisors build team-based practices. The Ensemble Practice LLC, staffed by ...

Last year's stock and bond losses ate away from wealth management firms' profits worldwide, presenting ample reasons for rethinking the business, according to Boston Consulting Group. While the ...

Modern Wealth to lead national M&A strategy, accelerate firm’s expansion across key U.S. markets Bringing more than 30 years of experience across M&A, RIA, custodian and broker-dealer channels, Bruton ...

Stuart DePina, Jason Ehrlich and Paul Kim join Andy Kalbaugh to work with Founder Jimmy Lee and his team to help guide strategic initiatives for fast-growing Hybrid RIA Advisory Board's members ...

One of the commonly missed opportunities for growing a retirement or wealth advisory business is executive financial consulting, according to an M&A expert from Marshberry. Mergers and acquisitions by ...

Greg Bieber has joined National Bank Financial as a senior wealth advisor and portfolio manager. He brings wealth advisor and ...

Lincoln International has completed its acquisition of MarshBerry, an investment banking and consulting firm serving insurance brokerage and wealth management sectors. The transaction expands Lincoln ...

First Citizens Wealth, a division of First Citizens Bank serving individuals and institutions, appointed Lee Erby as Northern California market ...

The acquisitive Modern Wealth, founded by former United Capital execs, has hired Derek Bruton from Gladstone Group to speed M ...

Cross-border mobility, digital advisory and democratised access to alternatives are reshaping how firms attract and serve wealth clients, reports Sarah Rizvi ...

Using his Twitter account, Spitzner’s family announced he passed away Monday after battling with acute myeloid leukemia, which he was diagnosed with in September. Spitzner was 57 years old. “He had ...