Wealthy business owners worldwide are increasingly rethinking their plans for retirement in the fallout from the Covid-19 pandemic, a survey found. More than half of the 920 individuals and families who own businesses surveyed by BNP Paribas and Aon said ...

In its eighth deal of the year, Raleigh, North Carolina-based Captrust Financial Advisors has acquired Rinet Co., a $2.2 billion registered investment adviser that is selling because $2 billion is no longer enough scale in the wealth management space. Founded ...

In the three decades that I’ve been a financial adviser, our industry has evolved in many ways, and that evolution appears to be accelerating.  In 1990, fresh out of college, there were two ways for me to become a financial ...

A record 101 merger and acquisition transactions involving registered investment advisory firms took place during the first half of 2021, setting the stage for another record year of RIA M&A activity, according to a report by DeVoe & Co. Last ...