Plymouth, Mass.-based Blue Hills Wealth Management and Fairport, N.Y.-based Converge Wealth Partners join the hybrid RIA.

Carson Group, a Denver-based RIA overseeing more than $50 billion in clients, has acquired Total Wealth Planning, a Cincinnati-based wealth planning firm with about $1.45 billion in assets under ...

Financial advisors can help clients look beyond mortgage payments when considering affordability and their capability to cover financial obligations long-term.

Financial advisors can help clients look beyond mortgage payments when considering affordability and their capability to cover financial obligations long-term.

Trump has rolled back tariffs on agricultural products after realizing Republicans were paying a political price for his ...

Empathy is not a “soft skill.” It is the new alpha. It deepens trust. It protects clients from themselves. It unlocks referrals, loyalty, and share of wallet. Most importantly, it keeps humans from ...

The SEC is putting advisor mergers and acquisitions and alternative fund-of-funds, and how they impact investors, at the center of its 2026 exam priorities, according to Christina Schleppegrell, the ...

Shares of Federal Home Loan Mortgage Corp., known as Freddie Mac, were up about 3.7% at 11:58 a.m. in New York, while the stock of Federal National Mortgage Association, known as Fannie Mae, climbed ...

Higher Ground Financial Group offers retirement planning and tax advice under one roof to help clients reduce risk, fees and taxes.

As technology reshapes wealth management, expect wealthtech mergers and investments to surge.

In 2015, NAPFA began offering discounted membership to professionals in the XY Planning Network. That move helped double the association's membership 4,600 over the last decade. Co-founder Michael ...

The group will be joining Cresset’s Atlanta office and opening an office in Jackson Hole, Wyo., the largest town in one of America’s wealthiest counties. The latter move will give Cresset, which ...