The Mather Group, Legacy Consulting Group The Mather Group, a Chicago-headquartered fee-only investment advisory firm with $17 billion in assets, has partnered with Legacy Consulting Group, a ...

Ascentis Independent Advisors, part of Dallas-based Ascentis Holdings, has added more than $1 billion in client assets after four advisory practices moved across from Raymond James Financial ...

Zidle will work with Cresset's investment and advisory teams on the firm's views across macroeconomics, asset allocation and public and private markets. He will also advise the firm's institutional ...

Raymond James Raymond James has welcomed financial advisor Aaron Martin to its independent advisor channel.

FactSet FactSet, a US financial data and analytics provider, has expanded its partnership with Scotia Wealth Management, the wealth management arm of Canada’s Scotiabank, to integrate its tools ...

Citigroup, or Citi, has appointed former Morgan Stanley senior figure Michael Zezas (main picture) as research head. He is taking on the role from Rob Rowe, who held the position ad interim. At ...

Wealthspire has launched Wealthspire Sports & Entertainment (WSE), a dedicated wealth management practice serving professional athletes, entertainers, creators and others whose careers can involve ...

Cresset Capital Management is close to acquiring National Advisors Trust, a step that would build a national trust business with $13.1 billion of assets. The entity would serve Cresset and ...

CAZ Investments CAZ Investments, a Houston-based alternative investment firm, announced yesterday that it was launching a registered interval fund called the CAZ GP Stakes Growth Fund.

KKR, the US private markets giant, has acquired Gen II Fund Services, the funds administration business serving more than 275 investment managers representing over $2 trillion in assets. The ...

He previously co-founded Stone Ridge Asset Management and founded Mobilize Capital Partners. His career has focused on growth and innovation in the wealth management and asset management industries ...

DayMark Wealth Partners has expanded into Sarasota, Florida, adding four team members: Andrew Cardone, Chuck Brown, Skylar Mosconi, and Michael Callahan. Mosconi, who is joining as director of ...