Banco Popular de Puerto Rico

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.

Also, DayMark Wealth Partners sells a minority stake to Constellation Wealth Capital.

Rockefeller becomes the latest firm to benefit from a steady stream of advisor defections from UBS this year.

Wells Fargo lands big teams from Merrill and Citi, while Cerity Partners and Mercer Advisors continue their aggressive M&A streaks.

Consolidation has been ongoing for more than a decade in wealth management, but it accelerated to unprecedented levels this year.

This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter most.

Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.

Our latest ranking of money managers' workplaces in conjunction with Best Companies Group produces a return champion and some new additions.

From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.

Corporate tax rates vary widely by state, affecting client business decisions around relocation, expansion and growth planning. Here's how the landscape is changing in 2026.