Rich Franchella joins Procyon to lead business development and recruit advisor teams across the RIA’s business verticals.

The firm has acquired stakes in a number of large RIAs, including Los Angeles-based Lido Advisors, with $24 billion in AUM, ...

The budding RPA industry, which started in the 1990s, grew pretty much unnoticed by most broker/dealers and insurance firms. The 2000s saw enlightened brokers acting and signing on as co-fiduciaries ...

The alternative asset management behemoth announced three senior leadership additions, including a new global COO on its ...

About 83% of aspiring CFP planners under 35 are “very likely” or “likely” to work at a firm encouraging pro bono policies, ...

Generative artificial intelligence company Boosted.ai announced this week the closing of a $15 million financing round. Part ...

Here are seven considerations that practitioners should keep in mind when drafting wills and trusts for clients who want to ...

Unlike gold and silver, crypto has no industrial purpose to the best of my knowledge. So, why is Bitcoin at record levels today? Quite simply, it has to do with the laws of supply and demand. Again, ...

Administration for these structures requires compliance, which now includes the U.S. Corporate Transparency Act (the CTA). This will likely be managed by a centralized management company, such as a ...

Louis Diamond offers UBS advisors a perspective on the firm’s compensation plan changes, which were announced on Nov. 21.

While some firms struggle with manual processes and paperwork, industry leaders are leveraging automation to scale their ...