Focus Partners Wealth to Buy $4.2B RIA
By Dinah Wisenberg BrinThe deal with Seattle-based Merriman Wealth is the business unit's ninth acquisition over the past year.
January 24, 2025
Single Women, Rich Millennials Will Fuel Luxury Real Estate This YearAs millennial buyers enter luxury markets in increasing numbers, this younger generation is behaving differently than its predecessors.
January 24, 2025
Where AI Adoption by Wirehouses and RIAs Is HeadingThink less portfolio management and more meeting note-taking and client reporting.
January 24, 2025
10 House GOP Health Program and Tax Change IdeasIf implemented, they could affect where and how clients get their medical care.
January 23, 2025
Debate: Does ESG Investing Breach Plan Sponsors’ Duty of Loyalty?A Texas court found that American Airlines' plan erred by including environmental, social and governance factors.
January 23, 2025
3 Ways to Store and Use Client DataYour choice should align with your firm's strategic priorities.
January 23, 2025
The Dos and Don'ts of Adding New ClientsDavid Scranton of Sound Income Strategies offers ThinkAdvisor some of his conventional wisdom-busting tactics.
January 23, 2025
Pre-Retirees Have a Health Care Planning ProblemA gap exists between perceptions of health care and long-term care costs and overall financial preparedness, research finds.