While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging.

Growth prospects drive interest for PE firms. In 2025, we’re likely to see more selectivity, with strategic buyers ...

VC firm General Catalyst has launched a new registered investment advisor, GC Wealth, according to a blog post.

The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates.