Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Mainstay Wealth Management, adding four advisors and over $850 million in ...

Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is merging with SBC Wealth Management ("SBC"), an Indianapolis-based wealth management firm ...

Adds Steve Norton, executive vice president at Value Partners, in a statement: “We chose the Nest Wealth Pro platform because it will allow us to customize the investing experience and bring ...

The pitcher-turned-wealth manager is part of a $380M advisor team in Delaware that’s joining LPL from PNC Investments.

Americana Partners, a Houston-based wealth manager, has acquired Californian RIA Boulevard Family Wealth, which caters to the ...

Ultimately, being a wealth advisor to pro athletes is about preparing them for life after the game. Many careers are short and unpredictable, especially in the National Football League.

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., an interdependent network of wealth management, business management, and related financial services firms, today introduced a refreshed ...

Harbour Investment Partners is proud to announce the launch of its tailored wealth management services designed specifically for high-net-worth individuals (HNWIs) and families. With an innovative ...

Partners Group, one of the largest firms in the global private markets industry, has appointed Anastasia Amoroso as Managing Director and Chief Investment Strategist for Private Wealth and Retirement.

Market maker and alternative asset manager Abacus Life is expanding into financial planning with the launch of a new wealth division to support its secondary insurance market clients. The firm has ...

Greenberg Traurig has raided Winston & Strawn's Chicago headquarters for a three-lawyer private wealth team, the firm announced Monday, hiring practice leader William Doyle and partners Lawrence ...