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 ...

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.

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 ...

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.

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 ...

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 ...

Hightower has announced its third deal so far this year, taking a stake in Siller & Cohen Family Wealth Advisors, a Rye Brook, N.Y.-based registered investment advisor with $830 million in client ...

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 $ ...

The amount of activity in the RIA space continued strong this week. Sequoia Financial Group said it’s acquiring a Nashville firm with $930 million in managed assets, while Mercer Advisors has ...

Wealth Enhancement Group, a Minneapolis-based aggregator of registered investment advisors, acquired Boston-based Norh American Management with $1.75 billion in client assets, bringing WEG’s ...