Wealth management

Amplified Planning is expanding beyond the Externship into a new four-month course and a monthly subscription service for outsourced professional development.

Homrich Berg also acquires a $6.4 billion RIA and Hightower takes a stake in an $800 million advisory practice.

American households' net worth jumped by 2.9% in the third quarter of 2024, reaching $168.8 trillion — a new record.

Scott Burnett and Peter Kelson, formerly of Zions Direct, plan to work mainly with public entities, corporations, foundations and endowments.

Unlike SRIs and impact investing, the only goal of ESG investments is to generate returns for investors.

Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.

Mike Durbin on Cetera's M&A plans, why consolidation will barrel forward in the wealth management industry and the advantages of having a hybrid firm.

Sallie Krawcheck helped found Ellevest following prominent roles at Sanford Bernstein, Citigroup and Bank of America.

The 10 largest transitions include deals by LPL and Osaic, hybrid RIAs that received private equity infusions and even a new public offering by a SPAC investor.

Critics of mandatory arbitration say it can go against investment advisors' fiduciary duty to always do what's best for clients.