Kenneth Chavis IV, a senior wealth advisor at Versant Capital Management, is helping to build out the firm’s family office ...

For registered investment advisor firms in 2025, that is the question. To date, the overwhelming majority of large RIAs ...

Rate cuts may open new opportunities but demand a disciplined approach to portfolio management and client engagement.

In wealth management, AI opens new possibilities for personalization and accessibility, redefining how advisors and clients ...

Frontline will continue to be led by CEO Mitch Williams, and the current management team, who will remain significant investors in the company.

The deal is expected to close on March 31, 2025; Founded in 1991, Sequoia Financial had more than $22.6 billion in assets under management as of December 31, 2024; Founded in 1987 ...

April Rosenberg is based in the firm’s San Diego office and reports to Eric Voisin, managing director, Wealth Management ...

Neumann Capital Management LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.8% in the fourth quarter, according to its most recent filing with the SEC. The fund ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

The deal extends Mission Wealth's footprint into Houston while boosting it to $10.6 billion in assets under management.