OneDigital is continuing to grow its wealth management and retirement divisions with its fifth acquisition this year and Clearstead is bolstering trust services with the addition of CLS Consulting.

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 ...

On Wednesday, advisor software developer Altruist announced that it had raised $50 million in a Series B funding round and officially added Vanguard, alongside Venrock and Insight Partners, as an ...

Every election year comes with its own round of surprises. This year was no different, with multiple assassination attempts, President Joe Biden dropping out and what turned out to be a not-so ...

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.

Dealmaking among registered investment advisors hit an all-time in 2024 as interest rate cuts and high valuations spurred mergers and acquisitions, according to consultancy DeVoe & Company.

Explore upcoming and on-demand webinars covering the latest trends in fintech, business and growth planning strategies, investment strategies, compliance, client engagement, and more. Most ...

As we leave 2023 behind and prepare to enter 2024, here are a few technology trends to watch for in the wealth management industry. It should not come as a surprise to anyone who has been paying ...

A Connecticut-based financial advisor who defrauded investors of nearly $5 million in a Ponzi scheme was sentenced to 42 months in prison in a Manhattan federal court earlier this week, according ...

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 ...

A fugitive financial advisor is facing new charges from the Justice Department, more than 2 1/2 years after he originally disappeared. This week, a federal grand jury in Georgia charged ...

Minneapolis-based Wealth Enhancement Group has passed $79 billion in assets in the first quarter of the year after closing two deals. On Thursday, the active acquirer announced it picked up ...