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 ...

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 ...

Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion ...

IN THIS ISSUE: THE RUNDOWN: Tax Law Update, Washington Update and Tips From the Pros FEATURE: International Practice COMMITTEE REPORT: Fiduciary Professions SPECIAL REPORT: Review of Reviews ...

Jason Borek of The Pinnacle Group unpacks two of the most pressing challenges facing RIAs today: attracting next-gen talent and driving organic growth. He explores why education—not sales—is ...

Join Mike Shebak, executive managing director and head of institutional consulting at Clearstead Advisors, as he talks about how Clearstead Advisors pursues growth through both organic and ...

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 ...

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 ...

Aniket Ullal is SVP, ETF Data and Analytics for CFRA, one of the world’s largest providers of independent investment research. Aniket founded First Bridge Data, a leading source for global ETF ...

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 ...