Also, Modera adds its first West Coast office, Mercer buys an AI-driven tax firm, Aprio acquires in Texas, and Robertson ...
Advisors debate whether rescinding the SEC pay-to-play rule eases burdens or risks reopening the door to political influence ...
CW Advisors has acquired three additional RIAs with a total of $1.6 billion in client advisory assets, pushing its total AUM ...
Kihan debuts Constitutional Computing, an independent authorization system that verifies AI agent actions before execution occurs ...
"The firms getting somewhere with AI all did one thing first: they gave it an owner. Everything else, the data, the controls, ...
Other firms making news included Vestmark, First Trust, Franklin Templeton, Stepstone, Mercer, C.J. Lawrence and Global X.
Erinn Ford and John DiMonda, co-heads of the Osaic Independent Channel, were also recently moved to new roles. Ford now ...
The figures underscore how elevated home prices and mortgage rates have raised the financial hurdles to owning a home, ...
Pittsburgh advisor admits impersonating a Labor Department official to pressure business owners into switching retirement ...
Alliant’s Dan Newhall enters the RIA recruiting market with M&A chops and a strategic buyer focused on the ...
If a life insurer’s investments go sour and it becomes insolvent, then the annuity owners will be protected in part by what ...
Creative Planning makes a more traditional U.S. acquisition in a year marked by large overseas and wealth-management-adjacent ...
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