Practice

DaRayl Davis used his clients' money to rent a fancy Hollywood mansion, purchase over $100,000 in airline tickets and pay off massive credit card bills.

The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.

The company has benefited from a market surge, new investors and an uptick in broker breakaways.

Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.

Here’s what managers at some of the largest firms have been discussing and say should be top of mind in the months ahead.

The nation’s largest independent broker-dealer will onboard a substantially higher share of assets and advisors than after its last comparable deal in 2017.

The administration's proposal for the capital-gains tax rate is in part a throwback to the Reagan years, an expert says.

The LPL and Private Advisor Group financial advisor serves on the Connecticut Autism Advisory Council, and he’s an expert in disability planning.

Anyone can call themselves a wealth advisor these days. Here are credentials that count.

The parties are combining forces to offer other practices a longer term alternative to private equity deals.