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

RFG has contended that WE is moving to limit client choice and that an ex-WE advisor who recently affiliated with RFG never solicited WE's clients.

Hightower M&A executive Jason Badesha has left the company, according to a source with knowledge of the situation. Badesha has accepted a role with fellow RIA Lido Advisors, said the source, though ...

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 ...

The South African leader of index funds nabbed four gongs at the first EasyAwards, which celebrate various achievements across the investment landscape.

Zoe Brunson is focused on several market segments which provide true diversification away from the main market-cap weighted indices. Value-oriented US equity strategies are top of mind.

Anthony Cross and Hugh Sergeant will take over the trust from George Ensor, who resigned one month after Liontrust took over River Global.

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

Primary Health Properties ( PHP) is set to transfer its 27-unit private hospital portfolio into a 50:50 joint venture with Singapore sovereign wealth fund GIC. The £2.3bn healthcare real estate ...

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 ...

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.