Naratil sees the new CEO as the right person to deliver on integration with Credit Suisse.

Industry recruiters say offers of shares in advisory firms are hard to value.

The Overland Park, Kansas firm's latest acquisition comes right off its deal to buy Goldman Sachs' Personal Financial Management unit this quarter.

Align Wealth joined the $250 billion RIA, retirement plan and robo-advisor firm as M&A becomes "a key component" of its growth, the firm's CFO told FP.

A new report on wealthy Americans' philanthropic activities shows where advisors can help women and younger investors with giving back.

Anthony Viggiano and three classmates once won a competition about which team could best tackle dilemmas they'd face as financial professionals. He's now accused by federal prosecutors of being at the center of an insider trading scheme. 

The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.

The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.

The appointment comes amid the organization's push for 'title protection' for financial planners.

When it comes to charity, last year wealthy families gave differently — and invested differently.

The insurer-backed firm secured its third M&A agreement of the year and fifth in its history for a firm with at least $1 billion in client assets.

The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.

For the bottom 80% of households by income, bank deposits and other liquid assets were lower in June this year than they were in March 2020.

High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.

The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.

Americans over age 60 reportedly lose $28.3 billion each year to fraud. The problem may be even worse than advisors thought, a new study says.

Expanding its footprint at the intersection of tax and wealth management, Cetera faces challenges in the execution of its growth goals, experts say.

Called SMArtY, the firm's free offering is slated to go live in just days with a waitlist available now.

The annual event returns with a theme that highlights the significance of inclusion in recruitment and retention efforts for lasting organizational change.

The awards, which saw a record-high number of submissions this year, recognize those who go above and beyond in serving their communities.