One of the most consequential M&A deals in years leads this roundup of the many ways big independent firms grew in 2025 and ...

Experts say RIA owners often resist making themselves replaceable. But they'll have to choose between an internal or external ...

With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting ...

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with ...

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with ...

Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's ...

The latest SEC Enforcement Activity report finds that the watchdog agency has only started four regulatory cases against ...

A new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.

Also, Raymond James lands a $420M father-son team from Edward Jones, Cetera recruits a $350M LPL duo, and Cambridge acquires ...

From time-tested appetizers to secret family mains, join us for an eight-course extravaganza — a menu exchange from wealth ...

Rising Part B costs will absorb much of Social Security's 2026 cost-of-living adjustment — leaving less room in retirees' ...