Scalable Growth and the Rise of Women Focused Advice

Published on December 12, 2025

Abby Salameh shares how scalable growth and women focused programs are reshaping the RIA landscape.

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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.

Michael Nathanson Steps Down as Focus Financial CEO

December 12, 2025
Adam Birenbaum, current president of Focus, will succeed Nathanson, who will transition to chairman.