Karen DeMasters

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Stratos Wealth Lands Calif. Firm With $700M In AUM

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Pettinelli Financial Partners joins Stratos from Osaic. The firm's founder sought a succession plan.

Increasing Wealth Not Calming Younger Investors, Advisors Say

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The young have benefited from the great wealth transfer, but still suffer investing anxiety.

Private Market Investments Are Going Mainstream, Hightower Exec Says

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Retail investors should be adding private equity to their portfolios, Hightower Managing Director Robert Picard says.

Nearly Half Of Advisors Say They Want To Use AI, Survey Says

by FA Staff

Advisors say the technology could be useful for client communications and marketing.

Prospera Financial Services Adds $650 Million Firm

by FA Staff

Painter, Smith & Amberg has joined the Prospera network of firms.

Ex-Brokers Launch $450M RIA In Danville, Calif.

by FA Staff

Greykasell Wealth Strategies will be led by David Eisenhauer and will custody most client assets with Fidelity.

Foundation Source Is Expanding Services For Private Foundations

by FA Staff

The firm has acquired PG Calc, a support organization for charitable programs.

LPL To Acquire $100B AUM Atria Wealth Solutions

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The deal is expected to give LPL another 2,400 advisors, the firm said.

Fidelity Charitable Donors Set Giving Record

by FA Staff

Despite economic uncertainty, donors authorized $500 million more in grants than a year ago, the charity said.

DeVere Group Sees Growth In Renewable Energy Infrastructure

by FA Staff

Lower interest rates will increase positive returns in the sector, deVere Group CEO Nigel Green said.

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