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 ...

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.

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.

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 ...

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 ...

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 ...

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 ...

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 $ ...

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 ...

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 ...

Creative Planning’s acquisition of Lockton’s retirement division at the end of 2021 sent shock waves throughout the retirement plan advisor industry. Not only are Creative Planning’s wealth ...