Viral Patel is the CEO of BXPE. Patel is a member of the Investment Committees for BXPE, Blackstone Growth and participates ...

In addition, client referral firm Advisor.com hires a COO to lead digital marketing, and BlueSpring makes leadership hires ...

Ginger Brennan recently retired after a 40 + year career in financial services most recently at Voya with a focus on ...

Many articles have been written on planning with both grantor and non-grantor trusts for gift, estate and income tax planning ...

The growth of managed accounts driven by direct indexing and tax optimization, and the role of technology in making SMAs more ...

Writers of television series and movies have decided that estate-planning issues make for good drama, and in some cases, even comedy.

The legal fracas between Edelman Financial Engines and Mariner Wealth Advisors shows no sign of abating, as the rivals are pushing the judge to rule in their favor before trial while each tries to ...

Read the latest expert commentary from Kevin W. Corbett, Managing Director, Corporate Development at Mariner, on ...

LPL and Ameriprise announced advisor shifts alongside one of several lawsuits being filed alleging misconduct by departing advisors. On Wednesday, LPL Financial announced that two former Ameriprise ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund (HLVCG) ...

Recent assertions that M&A activity in the registered investment advisory space is not, in fact, slowing appear to have been borne out yet again this week as more than $140 billion in transacted ...