Wealth Management EDGE moved to a new venue this year, the Boca Raton Resort, in Boca Raton, Fla. Day 1 kicked off on Tuesday with a first-ever golf tournament and proceeded to include a full ...

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.

After years of telling inexperienced financial advisors they should stay away from defined contribution plans like 401(k)s because of the complexity and fiduciary liability, the defined ...

Equitable’s wealth management business, Equitable Advisors, has become such a meaningful part of the company’s overall earnings that it recently started breaking it out as its own reporting ...

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 ...

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 ...

Cleveland-based MAI Capital Management, claiming almost $21 billion in assets under management, has picked up a New Jersey-based firm managing $562 million for clients. A team of four in ...

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 ...

Several years ago, industry observers predicted that direct indexing would be the next wave of innovation to upturn the asset management industry, equal to the revolution of exchange traded funds ...

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 ...

The Securities and Exchange Commission has approved Bitcoin ETFs for the first time in a significant shift for the industry’s relationship to cryptocurrency. The commission approved 11 proposals ...

Rising interest rates are changing the calculations for real estate investors who rely on debt to make their acquisitions. Some asset classes work better than others in this environment, but a lot ...