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The advisor technology firm joins a small group of firms globally with the AI management system standard, including Nitrogen.

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CEO Jeff Edison said the company is finding acquisition opportunities and relying on a flexible capital strategy to support continued expansion.

Self-evident truths that reinforce the values that could reshape an entire industry.

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Lynch says the best data centers have an ecosystem of clients which attracts additional clients.

Those grounded in sound principles are best positioned to prosper.

Jason and Mindy Diamond revisit how advisor due diligence is evolving—from AI and enterprise value to firm stability, ownership, and optionality—and why those questions matter more than ever.

Look beyond the headline multiple. The real value of your advisory firm depends on business model, true growth metrics, and how the deal is structured.

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CEO Rick Matros says REIT on target to meet external growth goals this year.

Wealth Enhancement grows to $158 billion with the addition of the two teams from the wealth manager founded in 1938.

Also, broker/dealer giants Osaic and LPL Financial both lure advisor teams to their W-2 employee channels.

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CEO Bill Crooker says industrial fundamentals remain strong as tenants prioritize transportation access, power capacity, and automation.

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Chief Economist Dr. Jeremy Porter explains why REITs are placing greater emphasis on the financial impacts of physical climate risk and how AI is improving climate modeling.

Advisors reward firms that make their practices more efficient, scalable and easier to manage.

Semiliquid private equity vehicles might be the next to experience a spike in redemption requests. They might approach it differently than their private credit counterparts.

The new capability analyzes IRS data to surface opportunities for advice across financial planning, investments, tax, estate, insurance and lending disciplines.

The facility will focus on developing AI-enabled solutions for portfolio management, trading, tax optimization and advisor workflows at the firm.

Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country.

The Department of Justice used civil forfeiture to seize about $19.5 million in proceeds from the pair of alleged market manipulation schemes that caused share prices to skyrocket.

Bryn Mawr Trust’s Jamie Hopkins breaks down community property opt-in trusts and how advisors should talk to clients about them.

Under an annual property tax measure that takes effect Wednesday, the state will collect $5 for every $1,000 that a vacation home’s value is assessed over $1 million.