Carlyle Group Says Wealth Business Has Doubled Since 2023
By Preeti SinghIt rolled out new funds last year for individuals that buy and sell secondhand private equity fund stakes.
January 15, 2026
Carson Group Debuts Career Path Program, NextGen CouncilInvesting in rising advisors is key, Carson Group CEO Burt White says.
January 15, 2026
Raymond James to Buy $46B Clark Capital ManagementThe firm will become an independent boutique investment manager within Raymond James Investment Management.
January 15, 2026
3 Annuity Contract Footnotes Advisors Should ExplainImportant information could be hiding in unexpected places.
January 14, 2026
Osaic Taps Two Firms to Enhance Advisor Training ProgramsThe wealth manager draws on ActiFi and Greene Consulting to further develop its training and support capabilities.
January 14, 2026
LPL Hires 3 New ExecsThe new senior leaders have held prominent roles at such organizations as Edward Jones, E-Trade and UBS.
January 14, 2026
Ex-Cambridge Advisor Barred Over Off-Channel Communications ProbeJay Zornes refused to cooperate with a FINRA probe, the regulator's consent agreement states.
January 14, 2026
FINRA and SEC May Think More About Fixed Annuities This YearBut NAFA's chair hopes issuers can spend less time on regulatory threats and more on opportunities.