The OCIO giant's latest promotions 'highlight its focus on continuity, innovation, and a client-first ethos,' says managing partner.
The prominent woman-led RIA's latest deals add $613 million in assets as well as new footholds in Boston and Dallas.
From RIAs to investment advisory, financial planning firms, and service providers, this year's crop of veterans and executives are defining what it means to lead in the world of wealth.
The deal to acquire Maine's largest RIA gives CI Financial's US wealth subsidiary its first-ever location in the Northeastern state.
Acquisition marks the national firm's first entry into New York State.
Why the key to growing your practice is not about market performance.
Americans estimate the value of their digital assets in the hundreds of the thousands of dollars. Advisors don't all bring it up, but digital estate planning is timely, especially with bitcoin exploding and a major social media site approaching a ban.
The firm's longtime leader of corporate strategy will also spearhead efforts to reshape its models for independent advisors and other channels while reimagining its business services offerings.
"If the next gen can place themselves in the right firm and are patient enough, they're going to build a really nice business," one advisor said.
FiNet is the independent broker-dealer arm of Wells Fargo Advisors.
Wealth managers look ahead to 2025 after bitcoin and other digital assets enjoyed a massive run in 2024.
Twin surveys show how a perfect storm of financial forces could push American consumers into an unhealthy spending binge.
When is comes to enhancing a firm's valuation, top advisor says it must be able to "thrive without being dependent on one person."
Our advisors are our listening posts, says head of wealth management.
People were blindsided during COVID with $30,000 tax bills, says advisor.
U.S. Bank executive explains how its approaching a monumental shift in wealth.
Survey of US millionaires unpacks demographic divides, with millennials and Gen Xers more than twice as likely as Boomers to share their fortunes while alive.
It takes as little as 10 hours to become proficient at using generative AI, researchers say. Advisors who do that now will be at an advantage as the technology expands.
After a record year for charitable giving, advisors look ahead to an uncertain new year.
On your mark. Get set. Go! Private Advisor Group's Frank Smith sprints into a new year.
