Modern wealth management firms should grant advisors true ownership, portability and freedom from punitive departure policies ...

Brad Morgan is a CFP, wealth advisor at Savvy Wealth. He specializes in helping Procter & Gamble employees and retirees ...

Mindy Diamond and Jason Diamond discuss how advisors now weigh AI, enterprise value, firm stability and ownership structure ...

Michael Molnar, Head of Corporate Development and M&A at Cetera, breaks down what actually drives RIA valuations beyond ...

Savant Wealth Management, a fee-only registered investment advisor with $57.2 billion in client assets, has landed its first ...

Wealth Enhancement announced it added two advisor teams from Shufro Rose, overseeing a total of about $1.3 billion ...

Vestmark's Boston-based Center for AI Research and Development will focus on portfolio management, trading, tax optimization and advisor workflows ...

Advisors now prioritize technology integration and operational efficiency over fees when choosing record keepers for clients ...

Analysts expect redemption requests to rise across private equity vehicles following Partners Group's liquidity restrictions ...

TaxStatus's Observations tool uses IRS data to identify advice opportunities and gaps from client tax records for wealth management professionals ...

The combined RIA will have 34 financial advisors and 20 partners operating from eight offices across the United States.

Jamie Hopkins breaks down how these trusts can help clients reduce capital gains taxes through basis step-up planning strategies ...