Wealthspire's Ground Control business management unit has acquired Atlantic Swiss, which is based in London and works with ...

CircleBlack said it has tapped Vikram Chugh as CEO, replacing Lincoln Ross atop the company. Ross, who had been in the role since 2022, is staying on as a strategic advisor to the company as part of ...

Publicly traded wealth manager AlTI Global has raised approximately $85m in new debt capital, according to Securities and Exchange Commission (SEC) filings.

Congratulate us when we sell it, after we have created real value.” – Henry Kravis Buying a company is the easy part. The real work comes after you own it: the years of active value creation that turn ...

The Zug-based firm is reducing fees on its oldest evergreen vehicle ahead of a vote on a restructure next month.

Wall Township–based wealth management practice ICG Next said it tripled in size with LPL but left to to pursue further growth ...

WATCH: There has been a lot of noise this year surrounding ‘NAV squeezing’ in evergreen funds. But GPs usually use quote ...

Eric Ervin, the former chief executive of high-profile crypto-for-RIAs startup Onramp Invest, has reemerged as the co-founder ...

At Citywire’s Windsor retreat, Professor Sarah Harper broke down the shifting demographic landscape and explained how wealth ...

Ken Hullings will become the broker-dealer’s executive vice president of independent advisor service business development, effective in November.

Internal promotion comes as European fund selectors pour billions into rules-based strategies and L&G's external ETF assets ...

The acquisitive RIA has purchased $1bn WorthPointe Financial Planners, $200m Silver Lake Capital Partners and $150m R Meier Wealth Management.