America added more jobs than expected in December. Likewise, RIA firms plan to step up hiring in the coming months.

In June, Focus shifted Connectus Wealth Advisers’ U.S.-based business lines into The Colony Group and Kovitz Investment Group ...

Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse ...

Anna Stopnevich is an expert in wealth management, renowned for founding Antaras Group, which pioneers innovative solutions in family wealth preservation, corporate restructuring, and strategic ...

Balentine Partners sold a 20% stake in itself to Utah-based FJ Management Inc., the companies announced Jan. 14. They did not ...

Savant is majority owned by its employees. Late in 2023 the firm named David LeCompte, Jonathan Millican and David Ward ...

Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is merging with Prio Wealth (Prio), a Boston-based wealth management firm. This partnership will ...