EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment ...

Eric Lyon, a former senior managing director at B. Riley Wealth Management, jumped in October to Kestra Investment Services.

WealthFeed, an AI-powered prospecting platform, announced today a strategic partnership with RIA Growth Catalyst, a premier ...

Far too many advisors attempt to control every aspect of their practice in a vain effort somehow to deliver a better client ...

Austin, Texas-based hybrid RIA Kestra Private Wealth Services, a subsidiary of Kestra Financial, has added Campus Private ...

The partnership brings approximately $1.6 billion in assets under management to EP Wealth, raising its total AUM to over $31 ...

Even though some firms have been able to command top dollar selling themselves to large aggregators, plenty of variables are ...