Larry Roth, Fellow Industry Vets Launch 'Elite Consultancy' Network
By John ManganaroAscentix Partners seeks to provide an "end-to-end" solution for growth-focused wealth management firms.
July 30, 2025
AssetMark Moves to Expand Growth With RIAs, Private MarketsGroup CEO Lou Maiuri explains what's next for the firm — including at its newly designated “East Coast hub.”
July 29, 2025
Carson Group Says Ex-CMO Altered Evidence in LawsuitA lawyer for the former executive, Mary Kate Gulick, disputed the accusations.
July 25, 2025
How Private Equity Impacts Indie Wealth ManagersIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.
July 24, 2025
Summit Trail Exec Steps Down Two Months After Starting JobJeff Ringdahl said his role at the UHNW-focused RIA "wasn't the right long-term fit" for him.
July 23, 2025
Crossmark, Bob Doll Launch 2 Active ETFsThe faith-based investment management firm cited investor demand for active, transparent funds focused on values.
July 22, 2025
PE Firms in Bidding Wars for Fast-Growing RIAs: CerulliMinority investors and private credit firms are also circling, the research group finds.
July 22, 2025
EP Wealth Adds $1.2B Advisor Team in ChicagoThe new strategic partnership with Rappaport Reiches Capital Management aims to strengthen the firm's Midwest presence.