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Cerity Completes Third RIA Acquisition in January, Adding $8.6 Billion in...

Cerity Partners LLC, a $62 billion-dollar registered investment advisor, announced that the firm has acquired Maryland Capital Management, a registered investment advisor headquartered in...

Artivest Hires Alternatives Industry Veteran as Head of Product and Distribution...

Artivest, an independent digital platform for alternative funds, has hired Sheldon Chang as head of product and distribution strategy. Chang has more than 30 years...

Private Equity Firm to Purchase Majority Stake in Kestra Financial

Global private equity firm Warburg Pincus LLC has agreed to purchase a majority interest in independent broker-dealer Kestra Financial Inc. from its current owner...

Private Equity Firm Taps Goldman to Sell Kestra Financial

Private equity firm Stone Point Capital is planning to sell independent broker-dealer Kestra Financial Inc., less than three years after it purchased the firm...

Altegris and Artivest to Merge, Create Alternative Investing Marketplace

Altegris, an alternative investment research and management firm, and Artivest, an alternative investment technology firm, are planning to merge under the name Artivest. The...