The deal to add Connecticut-based Eagle Ridge Investment Management boosts Carnegie’s employee headcount by more than 25%.

Empower, the country’s second-largest retirement plan recordkeeper by assets, has built up a staff of 1,000 advisors in recent years to provide wealth management services to individuals, including the ...

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

The Florida-based Payant Wealth Management Group, which used an Osaic broker/dealer for brokerage business, has come under the firm’s corporate RIA.

The rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how ...

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

Our often grumpy technology columnist worries for advisors regarding large client inheritances, and other things.

The company, part of the Truth Social platform, plans to launch the “Truth.Fi Made in America ETF,” “Truth.Fi U.S. Energy Independence ETF” and “Truth.Fi Bitcoin Plus ETF" and three SMAs with the same ...

Trading volume in the public debt market set an all-time high last year, while the proliferation of private credit is estimated by some to eventually reach $30 trillion.

Cetera acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona ...

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that “leading well means leaving well.” ...