Listen to Adria Meehan Siewert, senior vice president and financial advisor at Wealth Enhancement Group, as she explains how they are prioritizing technology, investing in secure client portals ...

Long Beach, Calif.-based RIA firm Halbert Hargrove has existed since the Great Depression and has seen every kind of market cycle since its founding in 1933. Its focus, according to co-CIO Brian ...

When disasters such as the recent southern California wildfires and other crises strike, private foundations are poised to help quickly by granting directly to individuals. In addition to disaster ...

Join Doug Kadison, senior wealth advisor at Innovia Wealth, as he discusses how he left a large wirehouse and partnered with an existing RIA firm to embrace independence—without the burden of ...

As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build long-lasting client relationships. Join Athene’s Patti Hausherr ...

Following on a week in which at least 15 deals were announced, the second week of August proved to be relatively slow in the RIA mergers and acquisitions market. CI Financial announced three ...

(Bloomberg) --A family office founded by Jim Simons’s son-in-law has registered as an investment adviser with more than $3 billion of gross assets. Mark Heising runs Medley Partners for ...

A team of 14 financial advisors and support staff in New York City has launched its own registered investment advisor, Matauro, partnering with Dynasty Financial Partners. The team, which oversees ...

This year has already set new records for mergers and acquisitions activity in the registered investment advisor space, with 269 total transactions completed so far in 2024, according to data ...

It isn’t every day that a Tax Court decision addresses three common estate-planning and administration techniques in a single case and even less common for there to be nothing but good news.

Wells Fargo Advisors rolled out its fee-only RIA channel in January 2019. It now has 13 advisory teams on the platform, with 33 advisors collectively overseeing some $6 billion in AUM. Another ...

Global consultancy firm Bain & Company released a new study this week predicting that customer demand for wealth management services will double over the next eight years, growing to more than $ ...