LPL Financial is facing a class-action lawsuit that could test whether advisors have an ongoing duty to warn clients when an insurance company behind an annuity begins to deteriorate. Plaintiff Kerry ...

Global investment firm Carlyle has completed its majority stake acquisition of MAI Capital Management, which values the Cleveland-based RIA at more than $2.8 billion. The deal, which was announced in ...

Wealth managers: the next decade will reshape your market. A significant transition of privately owned businesses is already happening. Founders are aging. Industries are merging. Private equity ...

Family office and ultra-high-net-worth firm Pathstone has acquired Mill Creek Capital Advisors, a Philadelphia-area independent RIA with roughly $12 billion in assets and 450 client relationships, the ...

Global high-net-worth individual wealth hit $98.3 trillion at the end of 2025, more than four times what it was when Capgemini launched its “World Wealth Report” in 1997 and an 8.7% increase over the ...

The stock market climbs a wall of worry. This saying has been around for decades. Experienced advisors know the bigger fear is when the future looks predictable: What could possibly go wrong? Let us ...

Social Security beneficiaries will lose an average of $500 per month in benefits if the program's trust fund is depleted in less than seven years, as predicted, according to a new analysis. For the ...

A private credit fund jointly managed by Future Standard and KKR & Co. is looking to sell at least $400 million of junk bonds, according to people familiar with the matter, in a rare high-yield ...

Almost half of Americans rely on their parents for financial support, including 33% of Gen X, as inflation and a volatile stock market strain household finances. According to a report from ...

The sound of fund gates slamming shut is never welcome. But when it comes to private equity, investors should be less surprised than with real estate or private credit. Still, Wednesday’s news that ...

Factory Holdings, a family office platform built for athletes that’s involved in business lines such as wealth management, private investments, media, technology, and philanthropy, has launched its ...

Mariner has deepened its presence in California with the acquisition of Wealth Conscious Management, a Los Angeles -based firm that manages about $320 million in assets. The deal gives the Overland ...