Moody's upgraded the firm's debt rating, but rivals are likely to pounce if service from the corporate office deteriorates during a complex and lengthy transition.

True Capital Management founders Doug Raetz and Heather Goodman merged into the multifamily office three years after an affiliate's capital infusion.

The $1 billion cash injection gives the business an enterprise value of about $5.3 billion.

CEO Michael Tiedemann explains why the family office and asset management firm took a different path in an increasingly privately held industry.

One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.

The former United Capital and Goldman Sachs executives who founded the new RIA consolidator chose Kansas City as the location for their first anchor office.

Advisors managing over around $2.5 billion of assets moved since the start of the week, joining employers such as UBS and Wells Fargo, as some doubt their prospects at the former First Republic under new owner JPMorgan Chase.

The support firm for RIAs sees opportunities to position itself between buyers and sellers of firms.

The deal marks the second this year for the multi-family office, which picked up a new private equity infusion two months ago.

Betsy Jo Merritt accused regional directors of undermining her succession plan and causing the loss of millions of dollars in damages.