M&A in the U.S. had one of its slowest starts in a decade, but this Chantilly firm looks to buck the trend with an investment ...

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

Mariner announced the acquisition of Cardinal Investment Advisors. Mariner’s advisory assets will grow to $550 billion in the ...

A New Jersey-based investment advisory firm has taken a minority stake in a $700 million, St. Louis-based wealth management ...

Coming off its acquisition last week of Cardinal Investment Advisors, an institutional consulting firm with $292 billion in assets under advisement, Mariner has acquired three firms with a ...

SAN FRANCISCO, Jan. 21, 2025 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced today that Eugene O'Neill, CFA, joined the firm's Fund Sponsor Consulting team as ...

BOSTON, January 13, 2025--(BUSINESS WIRE)--NEPC, LLC, one of the industry’s largest investment consulting firms, is pleased to announce the appointment of Michael (Mike) Contorno as Principal ...