Co-founded in 2007 by former San Francisco 49ers quarterback Steve Young, HGGC is a Palo Alto, Calif.-based middle-market private equity firm with around $7 billion in cumulative commitments across ...

Private-equity firm GTCR said Wednesday that it would acquire Fiduciary Trust Company, a Boston-based private wealth manager ...

Private equity is stepping up its investment in the wealth management sector, drawn by its fragmentation, tightening regulations and the growing need for scalable platforms. This surge has been ...

In April 2024, headlines broke that private equity (PE) acquisitions in the wealth management sector were surging—surpassing 300 deals in the previous year alone. But even now in mid-2025, the pace ...

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with ...

LPL joins Private Advisor Group’s other backer, Merchant Investment Management, which bought a minority stake in the wealth ...

As private markets surpass $16 trillion, advisors need integrated systems to replace fragmented tools for better client ...

MIAMI--(BUSINESS WIRE)--CI Private Wealth, one of the fastest-growing national wealth advisory platforms in the U.S., announces it is rebranding as Corient. * The new name is derived from “client ...

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When clients have wealth that runs to eight figures or more, it’s not uncommon that their finances are not the only part of their lives that are complex and frequently hectic. For wealth management ...

The real measure of leadership is not how indispensable you are today, but how unnecessary you’ll be tomorrow.

Private capital has become one of the most powerful forces reshaping global wealth, and Asia is rapidly moving to the center ...