Staff report

The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.

The policy change is meant to give others in the industry insight into what drives its ethics and compliance decisions.

One-fourth of advisors say asset manager websites do not meet basic foundational needs.

Starting next year, clients buying or selling certain qualifying vehicles can immediately slash $7,500 off the cost of a new automobile or $4,000 off a used one.

The deal, which closed Oct. 31, adds 17 financial advisors and marks the RIA acquirer's fourth purchase under its new ownership.

Called Knowledge Hub+, the new learning platform curates insights from more than 30 academics, industry innovators, financial planning experts and practice management leaders.

Only one state — Minnesota — has so far adopted the new policy.

The RIA consolidator hit the milestone with the addition of an Indianapolis wealth manager.

One of the largest RIAs in the country is adding another purchase to its hot streak of acquisitions, which included the former United Capital from Goldman Sachs.

According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.

The agency recommends that financial advisors, tax professionals and their clients start by using a tool on its website and offers a few other helpful words of advice.

With the agency receiving tens of billions of dollars from the Inflation Reduction Act, a new watchdog report identified several areas for improvement.

The online portals could make working with the agency easier for financial advisors, tax professionals and their business owner clients.

CEO Dan Arnold said on the firm's last earnings call that the tools were "receiving positive early feedback and demand in the marketplace."

The late actor's estate fell short in a five-year quest involving the distribution of a hedge fund position when his financial advisor left UBS for Merrill Lynch.

Thomas Brenner joins his accomplices Perry 'King Perry' Santillo and Christopher Parris in receiving prison sentences for defrauding investors.

Columbia Wealth Advisors consists of roughly 50 advisors and other professionals affiliated with a large regional bank.

The registered investment advisory firm aggregator is seeking a replacement CEO after going private in August.

New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.

The combined organizations will represent roughly 20,000 financial professionals.