Thinking about launching your own wealth management firm? Learn the 9 essential steps to go independent, build your brand, ...

Four years after a merger and a subsequent rebrand to mark its integration, Evelyn Partners announced it would sell its ...

Neil is a member of BlackRock's iShares APAC Investment Strategy and Product Consulting team in Hong Kong. He is responsible ...

Plante Moran in Southfield, one of the nation’s largest certified public accounting, tax, consulting and wealth management firms, has promoted 26 new partners and three affiliated entity members, ...

In this role, Krishnamurthy will oversee all aspects of the wealth business including global sales, marketing, operations, and client service.

Water and Shark Legal is serving as the legal and strategic advisor to the NISCO Group of Companies, a Zambian multinational conglomerate with diverse interests ...

HarbourVest Partners, a global private markets investment firm with more than $147 billion in assets under management as of March 31, 2025, today announced the appointment of Venu Krishnamurthy as ...

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual ...

She specializes in wealth planning, legacy strategies, and business exits. Ever find yourself exhausted between 5 a.m. wake-ups and midnight emails, wondering if success is costing more than it's ...

PESOF V is 50 South Capital's fifth dedicated secondaries fund and continues the firm's multi-strategy approach to the secondaries market, targeting LP-led transactions, GP-led single- and multi-asset ...

The $117 billion mega-RIA Wealth Enhancement says advisors who emphasize tax and trust planning can command higher fees.