Brighton Jones, a Seattle-based registered investment advisor with $26 billion in client assets, has opened its first Atlanta office with the addition of Andrew Foray as lead advisor. Foray joins ...

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

In the world of advisor technology, there is tremendous diversity and increasingly, a solution for almost any need. That’s partially why many advisors make the decision to go independent—for ...

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 ...

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.

In an era of evolving investor expectations, successful advisors must go beyond traditional service models. This latest research from BNY Pershing and WealthManagement IQ reveals where advisor ...

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.

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 ...

A high-net-worth (HNW) individual may use a donor-advised fund (DAF) as part of their philanthropy planning for many reasons, such as speed of creation, ease of administration and to maximize the ...

Turbulence arising from the U.S. Supreme Court’s affirmative action rulings in college admissions at Harvard and the University of North Carolina 1 and the U.S. Court of Appeals for the Eleventh ...

In today’s fast-evolving financial landscape, staying ahead means leveraging the latest technology to enhance client relationships. Orion Advisor Tech leaders Michael Stern and Mike Wilson share ...