The Mather Group, a Chicago-based registered investment advisor with $14 billion under management and advisement, has acquired a $200 million AUM RIA in Walnut Creek, Calif.—Mather’s fourth in ...

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com’s RPA channel, reviews all of last week’s industry news and selects the ...

Over the past decade, the impressive returns of U.S. large-cap stocks have made it easy for investors to overlook international equities. Now, however, the landscape is shifting, and the case for ...

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.

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

Wealth Enhancement Group pulled in a Hagerstown, Md.–based RIA managing $853 million in total client assets, raising its total client assets to $39 billion. The selling firm, Serafini Financial ...

The wealth management industry is rapidly embracing advanced technologies like AI, but many firms are finding their data infrastructure isn't ready. Based on the inaugural BetaNXT Data ...

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Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3 ...

Cleveland-based MAI Capital Management, claiming almost $21 billion in assets under management, has picked up a New Jersey-based firm managing $562 million for clients. A team of four in ...

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. Black Diamond will deeply integrate with Morningstar’s new ...

LPL and Ameriprise announced advisor shifts alongside one of several lawsuits being filed alleging misconduct by departing advisors. On Wednesday, LPL Financial announced that two former ...