NRI Adviser
MAI Capital Management buys $570m California RIA
The full Summit team will remain in place after the acquisition completes
Financial planning | 15 Sep 25
Former Morgan Stanley adviser launches independent RIA
The firm is headquartered in Woodbury, Minnesota
Financial planning | 10 Sep 25
Majority of HNW individuals want their wealth to have a positive impact
88% of HNW individuals said they believe their wealth has a positive effect
Financial planning | 9 Sep 25
DFM Magnus launches trio of multi-asset funds for Wren Sterling clients
The trio of multi-asset funds will complement Magnus’s managed portfolio solutions range
Financial planning | 9 Sep 25
Advisers increase contact with clients amid US market volatility
54% of affluent US investors said their communication with their adviser has increased this year