Portfolio

The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.

Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.

After going public, the clearing firm plans to to grow and nudge further into the traditional advisory space, says its president.

While the quant firm will miss becoming the first to flip mutual funds to ETFs, its nearly $26 billion conversion will by far be the biggest.

This group carried fees nearly three times the industry average.

Some familiar names top the list for these investors who kept about 35% of their brokerage assets in equities.

New entrants are gaining traction while established players continue to grow.

Those with the resources to sort through compliance thickets may be better positioned to take advantage of some long-awaited changes.

The quartet of financial advisors range in age from their 20s to their 90s, and are the second group to sign with Dynasty this week.