10 Biggest Wealth Management Deals in 2024
By Michael S. FischerThe number of transactions involving more than $100 billion in assets hit an all-time high, Echelon Partners reported.
March 06, 2025
Captrust Adds $1.4B Carolinas TeamThe 20-member wealth group serves families, endowments, retirement plans and corporations in more than 30 states.
March 04, 2025
Advisor Demand Is Hot as Talent Supply Runs LowOpportunities abound for top performers, particularly in the RIA space, recruiter Michael Terrana maintains.
February 27, 2025
9 Ways to Make Model Portfolios Work for Clients: Advisors' AdviceWhen it comes to asset allocation, there's plenty of middle ground between "fully custom" and "off the shelf."
February 27, 2025
Senate Panel OKs Labor Secretary NomineeThe Senate HELP Committee voted 14-9 Thursday to approve the nomination of Lori Chavez-DeRemer.
February 26, 2025
Robinhood Closes TradePMR AcquisitionAcquisition of the $40 billion RIA platform aims to accelerate Robinhood’s delivery of investment advisor capabilities to clients.
February 26, 2025
Yes, Canadians Can Participate in Social SecurityAdvisors who serve cross-border clients should know about the retirement income insurance program's rules and restrictions.
February 26, 2025
Betterment Acquires Ellevest's Automated Investing BusinessEllevest will continue to offer financial planning and wealth management services to high-net-worth clients.