DIONUSSOS

With the case for female leadership in business getting stronger across the board, advisors must seize the opportunity to reframe their relevance and build human-centered practices.

Also, MAI Capital and Carson Group have expanded their footprints in Florida, Ohio, and Illinois with new RIA partners

This multi-part series unpacks Dr. Don Barden’s research into the changing dynamics involving women in leadership, and what this means for the wealth management industry going forward.

In 2024, US financial advisory firms saw record growth in assets, revenues, and profits, driven by markets and transformation.

The revival in deal activity among banks courting private equity rainmakers comes after a years-long effort to steal back an edge from private lenders.

The Wall Street giant launched new education initiatives around investment tax management and alts investing this week as it rewires its advisor pay grid.

The acquired firm will become part of Aprio Wealth Management.

Meanwhile, skilled workers will face a new $100K fee to acquire an H1-B visa.