Fisher Investments Completes $3B Minority Stake Sale
By John ManganaroNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
December 20, 2024
The Future of RIA Annuity Distribution Has Arrived: David LauFee-based advisors are poised for a deeper embrace of annuities, the DPL chief says.
December 18, 2024
Fewer RIA Leaders Are Planning for Succession. What Gives?Even as firm executives age and assets under management expand, less attention is being paid to business continuity.
December 17, 2024
Corient Acquires $8B RIA in MaineH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 05, 2024
Mariner Adds $878M in AUM With Two AcquisitionsMariner said the acquisitions marked another step toward its 5,000-advisor growth goal.
November 27, 2024
Integrated Partners CEO Sees 'Exciting' Years Ahead for RIAsPaul Saganey tells Thinkadvisor about the firm's CPA alliance and navigating the client "complexity curve."
November 26, 2024
Boosting Client Service, With a Little Help From Private EquityA free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.