Serial RIA acquirer Allworth Financial has promoted two executives into its C-suite, including former M&A head Sara Baker. A ...

Advisors across Sowell's network can choose to either ‘remain actively involved in portfolio decisions or delegate certain ...

The business, Aligned Wealth, was co-founded by Patrick Dwyer and Greg Pool, with Nick Raffone as president and chief financial officer.

TFO Wealth Partners and TFO Family Office Partners, a pair of affiliated RIAs with a combined $11.8bn in client assets, are jointly pursuing a sale, according to sources with knowledge of the ...

Citywire understands the asset manager is on a roadshow across Europe to gauge interest in a Ucits version of its Public BDC Income fund.

A barbell effect is emerging in private-markets fundraising, with smaller and mid-sized managers taking longer to raise capital while the largest firms close funds within months. Speaking on a panel ...

Tax fears may be dominating client meetings, but 80% of delegates are sitting tight until final policies are announced.

The FCA's Rusu called on providers to help consumers understand the risks of turning to LLMs for financial advice.

Cazenove Capital has appointed a new head of its Bristol hub following the exit of Robert Nye, Citywire has learned. Portfolio manager Rhys Twomey (pictured) takes charge of the wealth firm’s South ...

We unveil the winning firms for the 2026 iteration of the Citywire Investment Performance Awards, held in association with ...

Advice firm Penguin Wealth has partnered with the Development Bank of Wales to fund acquisitions without squeezing its ...