ERISA Attorney Fred Reish Moves to Prime Capital Financial
By Melanie WaddellThe longtime attorney leaves Faegre Drinker to head the RIA's fiduciary and ERISA practice.
December 17, 2025
Why Wealth Firms Are Struggling With Organic Growth: F2 StrategyFirms need to build stronger, more coordinated strategies across sales, marketing, technology and product functions, a report finds.
December 17, 2025
How to Survive Wealth Management's Most Disruptive DecadeWhat's coming in the next 10 years isn't evolution. It's a flip of the script.
December 16, 2025
What RIAs Should Ask Before They Sign Minority DealsToo many buyers talk a big game but won’t do the work required of good partners.
December 15, 2025
Focus Financial Names New CEOPresident Adam Birenbaum will take on the role when Michael Nathanson steps down Feb. 1.
December 15, 2025
Schwab Accuses RIA of Using Trade Secrets to Divert Over $85M in AssetsA former Schwab consultant improperly contacted clients for his new employer, according to a lawsuit.
December 10, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
December 02, 2025
Pave’s Morningstar Integration Gives RIAs Access to Automation ToolsResource-poor independent advisors, the firm says, can build better portfolios to compete with Wall Street behemoths.