When CEO Tom Manning accepted the offer to run F.L.Putnam Investment Management in late 2015, he insisted that employees be given equity in the firm as a condition of his employment. At the time ...

OneDigital is continuing to grow its wealth management and retirement divisions with its fifth acquisition this year and Clearstead is bolstering trust services with the addition of CLS Consulting.

Sequoia Financial Group, an Akron, Ohio-headquartered registered investment advisor with more than $15 billion in assets under management, has launched a family office division, Sequoia Sentinel ...

Adviser Investments, a Boston-based registered investment advisor owned by private equity firm Summit Partners, is acquiring Ropes Wealth Advisors from global law firm Ropes & Gray in a deal ...

As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build long-lasting client relationships. Join Athene’s Patti Hausherr ...

The citizenship/residence-by-investment space has exploded in the past decade. High-net-worth individuals looking to acquire attractive foreign passports or relocate ...

NewEdge Wealth, a Connecticut-based $4.4 billion registered investment advisor specializing in ultra-high-net-worth clients, has appointed chartered financial analyst Cameron Dawson to direct ...

Merger and acquisition activity seemed to slow a bit in the RIA space this week, but some deals got done and growth hires were made. Hightower facilitated a merger, Wealth Enhancement Group ...

On Wednesday, advisor software developer Altruist announced that it had raised $50 million in a Series B funding round and officially added Vanguard, alongside Venrock and Insight Partners, as an ...

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. Black Diamond will deeply integrate with Morningstar’s new ...

Following on a week in which at least 15 deals were announced, the second week of August proved to be relatively slow in the RIA mergers and acquisitions market. CI Financial announced three ...

Interval Funds: Are They Worth What You Give Up? “Given their need to periodically meet redemptions, the interval fund structure seems to work best with assets that generate regular income or ...