Firms such as Stratos Wealth remain "incredibly optimistic about M&A" for RIAs being driven by aging advisor demographics and private equity investments.

InvestmentNews checks in with some of our favorite wealth managers for firsthand lessons on the benefits of a financial ...

Clients who trust their advisors to always put their interests first are more likely to be loyal, according to research.

With Federal Reserve data showing the top half of households own almost all US assets, federal tax policy could spur even ...

The investment advisor to the city's five pension funds, which have collectively lost more than $300 million amid the stock's 40% plunge, is calling for legal action.

The online training program for aspiring financial planners, which has already helped 4,500 alumni, is entering its sixth ...

The firm's new chief legal officer brings nearly three decades of experience, including tenures at Credit Suisse and UBS.

Tom Ruggie, CEO of Destiny Wealth Partners, has been a leader in wealth management for decades, but 2024 has been a standout ...

The California-based asset manager is favoring diversification across international fixed income markets as it foresees "a ...

Mercer is expanding with new partners in Tennessee and Kentucky, while Sequoia lands its ninth acquisition since 2023.

MAI Capital Management boosts its athlete wealth services with Jon Hayes and Tim Hightower joining from the Cincinnati-based ...

Rich Steinmeier, CEO of LPL Financial Holdings Inc., first reached out to Joe Deitch, owner and chairman of Commonwealth ...