As the advisory business model continues to grow in importance, broker/dealers are increasingly becoming RIA support platforms, competing with firms that have been doing so for many years.

AI in financial decision making is emerging as the path forward. But the real opportunity lies in knowing how and where to ...

Linepoint Partners and Washington Trust Wealth Management have announced key leadership additions as both firms continue to scale their platforms for high-net-worth and ultra-high-net-worth ...

The financial advice industry will look different in 2030 and beyond. Understanding how it is changing is crucial for younger financial services professionals.

Brent Myers is the new head of advisory operations and has more than 20 years in the industry including leadership roles at JP Morgan Asset Management and Goldman Sachs.

The study, the third in the company’s Peaks Research for Wealth Platforms series, highlights three main takeaways. According ...

iA Financial Corporation announced this morning the acquisition of RF Capital Group Inc., more commonly known as Richardson ...

It most recently closed on the acquisition of Wealth Health, a $400 million AUM firm, on March 3. This will be the firm’s first foray into offering independent RIAs a back-office support model.

Vanguard announced today that it will create an Advice & Wealth Management division that will be headed by the former president of personal investing at Fidelity. The announcement continues the ...

Randy Long, the former CEO and now chairman of SageView Advisory Group, has stepped aside from the day-to-day business of running the firm he helped found and build into a national retirement plan ...