$15B Equity Services Inc. Appoints Alex David as President, CEO

Published on December 12, 2025

Alex David departs Raymond James’ independent channel to succeed Ata Azarshani, who will retire at the end of the year.

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Q&A: With SEI Backing, Stratos Is Poised to Boost Dealmaking

December 12, 2025
Stratos Founder and CEO Jeff Concepcion and SEI Head of Asset Management Michael Lane discuss what the acquisition means for both firms, including an expanded custodial relationship and shared capabilities.

Deals & Moves: Lido Buys LA-Area RIA, Vestwell to Add 30K Gusto 401(k) Plans

December 12, 2025
In addition, MAI Capital acquires a $527 million firm in Maryland and Mercer pens its second deal of the month to expand in Portland, Ore.