North America

Asia | 22 Sep 25

DoubleLine Capital names GSAM’s Zaidi to head international business out of Dubai office

Zaidi will lead the international client team in developing business and serving clients outside the US.

Acquisition

Companies | 15 Sep 25

MAI Capital Management buys $570m California RIA

The full Summit team will remain in place after the acquisition completes

GFC Planning launches

Financial planning | 15 Sep 25

Former Morgan Stanley adviser launches independent RIA

The firm is headquartered in Woodbury, Minnesota

Companies | 10 Sep 25

Ritholtz Wealth Management partners with Altruist to expand access to advice

Ritholtz has built a tiered service model and Altruist will help it scale up this offering

Down arrows over blue financial graph background. Horizontal composition with selective focus and copy space. Investment, stock market data and finance concept.

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