Record-Breaking M&A Relies on Seamless Onboarding

Published on September 4, 2025

The right technology can help grease the wheels of progress.

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Zephyr's Adjusted for Risk: Redefining Retirement - Human-Centric Planning with Frank Legan

September 4, 2025
Ryan Nauman and Frank Legan, a financial advisor at SEIA, discuss the evolving landscape of retirement planning, emphasizing a human-centric approach that prioritizes clients’ personal values, goals, and well-being over purely numerical strategies.

Corient Inks Yet Another Deal, for $3.5B UHNW Firm

September 4, 2025
The acquisition of Breed's Hill Capital follows a recent double deal bringing $214 billion in new client assets.      Related StoriesMadison Dearborn Rebuys NFP Wealth Business From AonGoldman to Buy $1B of T. Rowe StockState Street Takes Minority Stake in Apex Fintech, Forms Partnership