Portfolio

As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

Touchstone Wealth Partners is the fourth team with more than $1 billion in client assets to join Wells Fargo's FiNet unit this year.

For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.

The first U.S. bank to offer an exchange-traded product tied to bitcoin saw $34 million in trading on the first day.

Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.

The addition of Peter Laidlaw to Merrill's offices in San Francisco comes as firm executives aim to engage in "more aggressive recruiting."

A deal is more than just a top-line number and misalignment in culture and communications can cause conflict down the line.

RIA Soltis acquired accounting, tax and advisory firm GDM Private Financial Solutions, the latest example of client demand for integrated wealth and tax planning solutions.

One of the asset management firms also took home the independent research firm's overall award for "exemplary stewardship."

The intersection between HNW clients and private markets is no longer about distribution, but integration.