How Wealth Management M&A Played Out in 2025
By Michael S. FischerDeal volume among RIAs with more than $100 million in AUM set a record, Berkshire Global Advisors finds.
February 02, 2026
Vanguard Cuts Fees on 53 FundsWhile the reductions benefit investors, "the race to zero has largely been run," Vanguard watcher Jeff DeMaso says.
January 30, 2026
Strategist Warns Against a Hidden Threat in Private EquityPeter Dziedzic says life and annuity professionals can end up facing invisible conflicts of interest.
January 30, 2026
STRATxAI Taps Scott MacKillop for Advisory BoardThe founder of First Ascent Asset Management is widely recognized as a pioneer in the TAMP industry.
January 30, 2026
FINRA Hits Another BD With Reg BI, Form CRS FineGMS Group fell short on written supervisory procedures, according to the regulator.
January 30, 2026
Ritholtz Rolls Out Succession Plan Featuring Employee Ownership"We have a plan to continue forever, without private equity dollars," co-founder Barry Ritholtz says.
January 30, 2026
Gold and Silver Plunge as Wild Swings Rock Metals MarketsThe fall was triggered by the dollar rebounding amid reports that Trump was set to nominate Kevin Warsh for Fed chair.
January 30, 2026
BNY Shuffles Leadership to Boost Wealth Solutions BusinessGlobal markets head Adam Vos will lead wealth solutions at BNY.