Essential insights for advisors seeking to maximize practice value, plan transitions, and secure long-term success.

The firms that made Wealth Management’s 2026 RIA Edge 100 list have added employees at about 2% below the amount of clients ...

The data center boom may be temporary, but the wealth it creates doesn’t have to be. As artificial intelligence accelerates ...

The annual RIA Edge 100 list identifies RIAs achieving sustainable expansion through operational excellence and strategic talent investment ...

Envestnet has created a dual leadership structure pairing scalable distribution with relationship management as it invests $1 billion over five years.

Expatriation planning involves exit taxes and ongoing obligations that advisors must understand to guide wealthy clients properly ...

Vanguard reduces expense ratios across 53 funds totaling nearly $250 million in fee cuts for 2026 affecting 84 share classes ...

Rise Growth-backed OnePoint BFG expands with Minneapolis acquisition, adding $700M in assets under management.

Caring for aging parents is a profound responsibility that can strengthen family bonds and challenge emotional and financial ...

Keeping your clients' estate planning documents up to date is vital for ensuring that their wishes are honored, and their loved ones are protected. Don't wait for a major life change to revisit their ...

Ritholtz Wealth has expanded its ownership to 29 employees as co-founders Barry Ritholtz and Josh Brown execute a long-term ...

A recent rumor that Osaic was going to acquire Cetera shows just how competitive advisor recruiting has become.