Wealth Enhancement Group pulled in a Hagerstown, Md.–based RIA managing $853 million in total client assets, raising its total client assets to $39 billion. The selling firm, Serafini Financial ...

The wealth management industry is rapidly embracing advanced technologies like AI, but many firms are finding their data infrastructure isn't ready. Based on the inaugural BetaNXT Data ...

Over the past decade, the impressive returns of U.S. large-cap stocks have made it easy for investors to overlook international equities. Now, however, the landscape is shifting, and the case for ...

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.

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

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 ...

Brian Ullsperger, managing director at Andersen, emphasizes a “high-tech, high-touch” strategy to client engagement—leveraging digital tools like portals, email, and text alongside personal ...

Jaime Magyera, Co-Head of U.S. Wealth Business and Senior Sponsor for Retirement, BlackRock, shares how advisors can meet rising client expectations through custom model portfolios. With the ...

Jason Borek of The Pinnacle Group unpacks two of the most pressing challenges facing RIAs today: attracting next-gen talent and driving organic growth. He explores why education—not sales—is ...

Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...