Earlier this month, the Overland Park, Kansas-based Creative Planning acquired Burt Wealth, a North Bethesda, Md.-based RIA ...

Investment news for financial advisors including on annual ETF flows, the AI investment race, evergreen funds, bitcoin ...

James Jesse, who previously served as an executive at ICONIQ and Morgan Stanley, will now oversee New Edge Capital’s two RIA ...

The deal with L.M. Kohn expands Wealth Enhancement’s Midwest and Southern footprint, bringing its total assets to more than ...

FINRA urges brokerage firms to develop procedures catching AI hallucinations and bias in new 2026 regulatory oversight report ...

Former Fiducient Advisors president Mike Goss will spearhead the strategy to sync wealth and retirement advice businesses for ...

Research from M&A data provider RIA Growth Catalyst and Ritholtz Wealth’s Compound Insights reveals robust asset growth for ...

Earned buys OJM Group to expand healthcare wealth management services, bringing total assets under management to $3.4 billion ...

New Escalent study shows 42% of affluent investors use traditional advisors while robo advisor usage jumps to 20% across age ...

Sara Baker discusses how cultural alignment, specialization and transparency drive successful M&A partnerships in wealth ...

Fresh off its acquisition of StockOpter, startup Grantd has built an AI-powered platform designed to help advisors manage equity compensation.

Procyon Partners is acquiring OLV Investment Group, adding $500 million and bringing total assets under management to $9B ...