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 ...

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 ...

This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 ...

After years of strong market returns, concern over stretched equity valuations is rising. Could a long-overlooked options ...

With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and ...

The printable PDF includes rankings based on the firms' AUM as well as statistics on each firm's employees, client accounts ...