S&P DJI-linked mid- and small-cap ETFs underperform peers due to smaller-cap tilt. Market cap ranges and stock holdings explain performance differences.

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

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

Trusts & Estates: July/August 2025 Digital Edition Features on Estate Planning & Taxation and Fiduciary Professions ...

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

By assuming existing loans, investors can mitigate the risk from rising interest rates and ultimately underwrite a greater leveraged return, market participants say.

Russ Norwood, chief executive officer at Venturi Wealth Management, as he discusses how they focus on serving high-net-worth individuals, particularly executives and founders of private companies ...

Major asset managers made big moves in the direct indexing space in 2020. Will advisors follow along?

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 ...

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

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.

Higher interest rates that have become an impediment to transactions in the broader commercial real estate investment sales market are having the opposite effect in the sale-leaseback sector ...