Eric Phillips discusses how technology innovations are transforming wealth and retirement planning for financial advisors.

The first day of the annual Morningstar Investment Conference in Chicago this week showcased executives from two of the largest asset managers in the nation, providing insights into where the firms ...

Envestnet, which went private in a sale to Bain Capital last year, announced plans to sell Yodlee, the financial data aggregation subsidiary, to STG, a Menlo Park, Calif.-based private equity firm.

Bleakley Financial Group, a hybrid registered investment advisor backed by Joe Duran’s Rise Growth Partners, has added Ray Sclafani, the founder and CEO of ClientWise, an executive coaching firm for ...

Commonwealth Financial Network, which penned a deal in March to be acquired by LPL Financial, has added Patrick Funke & Associates, a Phoenix-based team with about $430 million in client assets. The ...

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

Hamilton Lane Launches Evergreen VC and Growth Fund Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products.

In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

Acquisitions also made by Mission Wealth, Waverly, Cary Street Partners, and long-time Northwestern Mutual advisor shifts to private client group Socium Advisors.

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

What’s Trending With Collectibles?What’s Trending With Collectibles? Considerations for different industries and how they affect legal documentation.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.