Private equity

The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.

Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.

The deal, which closed Oct. 31, adds 17 financial advisors and marks the RIA acquirer's fourth purchase under its new ownership.

The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.

The new offering will be only open to accredited investors and qualified clients.

A new study sees family offices getting into bond markets but at the cost of another type of bond.

A new book by Harvard Law School professor and former SEC official John Coates warns of "a deep tension" threatening the American economy and politics.

Commissioner Hester Peirce warns an unintended consequence of the new regulation could be less thorough internal compliance reviews.

Naratil thinks Lightyear Capital can offer the capital and expertise firms need on their way to IPOs.

Family offices have joined strategic buyers and private equity companies in competing for M&A deals.