Morgan Stanley is doubling down on its efforts to manage the wealth of founders, investors and employees of closely held companies, adding a new designation for advisors focused on the space.

STS Capital Partners' Michael Smith guides entrepreneurs through their exit strategies, ensuring they achieve financial success and a lasting legacy.

New York Representative Mike Lawler said Wednesday he is open to negotiating with the Senate to advance President Donald Trump’s massive tax and spending bill, but insisted he would not agree to cut a ...

The sale of AmSurg, an ambulatory surgery company once part of KKR & Co.-backed Envision Healthcare Corp., caps an epic distressed-debt saga that will hand a windfall to investors that took ownership ...

In short, AI isn’t a threat to the back office—it’s its savior. It enables faster onboarding, smarter workflows, more accurate data. Firms that embrace it aren’t just gaining efficiency—they’re ...

A former executive with LPL Financial has been named president of the Wealth Consulting Group, a hybrid RIA and wealth management platform based in Las Vegas, the company announced today. Andy ...

America’s fiscal trajectory is already unsustainable, with the CBO projecting that the federal budget deficit will increase from 6.2% of GDP in 2025 to 7.3% by 2055. Even more alarming, the ...

Novak has been in the business for more than 44 years, serving with Wells Fargo for more than 32 years and with UBS Financial for 12. The advisors’ “extensive industry experience and relationships ...

Rob Sandrew will lead the platform that serves more than 1,100 advisors and oversees about $40 billion in assets.

Firms still relying on spreadsheets or paper-based systems to supervise advisor-client interactions and document decisions are at a competitive and regulatory disadvantage, executives said. According ...

Nuveen, the investment manager of TIAA, announced today that it will acquire strategic partner Brooklyn Investment Group, a multi-asset custom direct indexing provider, and its parent technology ...

Family offices are in risk-management mode,” BlackRock said today in a press release announcing the launch of its 2025 Global Family Office Survey, in which the firm, along with Illuminas, contacted ...