Features on Estate Planning & Taxation, International Practice, and Fiduciary Professions ...

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 ...

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.

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.

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 ...

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Regional integrator Homrich Berg has acquired Oakbridge Partners, a $1.5 billion registered investment advisor in Buckhead, a neighborhood in Atlanta, not far from the integrator's headquarters.

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 ...

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 ...

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 ...

In 2025, hobbyists, investors and passion collectors appear as enthusiastic as ever to build expansive collections of high value collectible property. From coins to sports memorabilia to handbags ...

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund ...