Industry News
Industry News
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LongTail Alpha plans at least two strategies that may be available for clients in separate accounts or funds.
July 1 -
The acquisition enables Zurich-based GAM to introduce a computer-driven trading system focused on long-only and alternative strategies, the fund manager says.
June 29 -
The firm bought the unit, which has over 600 advisers, as part of a $150 million acquisition deal to boost its overall broker ranks.
June 27 -
As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.
June 20 -
"If you're a financial services company and you're not thinking of yourself as a financial tech company, then you're probably in a declining business model," says Rob Foregger, co-founder of NextCapital.
June 15 -
About 83% of business owners don't have a transition plan. This prompted adviser and attorney Jim Maher to build out a unique offering for clients.
May 31 -
The deal follows a string of acquisitions by prominent private equity firms.
May 27 -
The firm's latest acquisition is MacDougall MacDougall & MacTier, known as 3Macs, and which was founded in 1849.
May 26 -
"With so many buyers, it’s a good time to be a seller," according to the Nuveen/DeVoe RIA Deal Book.
May 25 -
Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.
May 20 -
In an unusual move, the two veteran advisers left the independent channel to rejoin an employee broker-dealer.
May 19 -
Keeney Financial Group plans to leverage Triad affiliation to grow, firm founder says.
May 18 -
The asset management industry's involvement in the digital advice space continues to deepen, as firms focus on providing institutional solutions for advisors.
May 9 -
Sometimes it’s OK to put aside gathering more assets and building a client base, says columnist Glenn Kautt.
May 6 -
The move broadens its line of digital advice offerings to better serve a variety of clients, says Pershing Advisor Solutions CEO Mark Tibergien.
May 5 -
One of the industry's largest aggregators now has around $15B in AUM.
May 4 -
"We anticipate rapid growth within the Texas market,” says Jeff Dekko, CEO of Wealth Enhancement Group.
May 3 -
“Our growth is going to be organic,” says Raymond James Financial CEO Paul Reilly, who adds that he has “concerns” about the DoL rule.
April 27 -
Hiring and acquisition misfires can set you back. Here's what RIA leaders say you can do to avoid their mistakes.
April 22 -
Demand for advisory firms is growing, investment bankers say.
April 21














