As part of founder Barry Ritholtz’ exit strategy, the firm is giving employees more opportunities to acquire ownership in the ...

Ritholtz Wealth has expanded its ownership to 29 employees as co-founders Barry Ritholtz and Josh Brown execute a long-term ...

The co-founder of Great Valley Advisor Group, in Berwyn, Pa., started his career in telecommunications, but he couldn’t ...

Stagnant advisor headcount and limited productivity are now the biggest barriers to wealth growth.”— Peter Bielan, ...

The start of a new year often ushers in a desire to reevaluate goals, reflect on life changes, and set expectations for the ...

High-income individuals and families prefer multi-family offices over various private wealth industry professionals (Exhibit 1). This preference increases as their level of affluence rises. The goal ...

Centers of influence (COIs) are the most effective way for wealth managers to acquire new clients, especially those with higher net worth. They wield significant influence over the decisions made by ...

Meanwhile, BNY has reorganized leadership of its wealth businesses, placing BNY Pershing and Archer Managed Account Solutions ...

In addition to this most recent accolade, FWM was ranked No. 36 in the nation on Forbes' 2025 list of Top Wealth Management Teams for private wealth. The firm was the highest-ranked Michigan Advisor ...

Bush Wealth Management recently announced that Kent Patrick has been named managing partner. Previously serving as partner ...