Prudential executives Jessica Wietmarschen and Keita Cline explain how financial advisors can support and build trust with clients by understanding their goals and embracing diversity.

Ryan Specialty Group General Counsel Mark Katz praised incoming international GC Chris Newby for "not only his acute legal ...

Denver RIA acquirer Mercer Global Advisors has announced the acquisition of Financial Partners Group, a Tennessee practice managing $660 million in client assets, according to a press release.

Led by founding partners Barry Gumerove, Matthew Cohen and Ryan Perlman, alongside tax principal James Barmasse, GCP Advisory ...

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...