Portfolio

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

Consolidators are doubling and tripling RIAs' five-year performance.

Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.

Wealth management has “only increased in relevance as it’s continued to grow,” CFO Jon Pruzan said.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

The index rose more than 300 points, reaching its highest close ever.

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

The software is powered by analytics previously available only to larger institutions.

The fund's preference for cheap companies hurt returns last year but its quantitative strategy and “rock bottom” fees are reasons to consider owning the fund, according to the research firm.