Long Beach, Calif.-based RIA firm Halbert Hargrove has existed since the Great Depression and has seen every kind of market cycle since its founding in 1933. Its focus, according to co-CIO Brian ...

When disasters such as the recent southern California wildfires and other crises strike, private foundations are poised to help quickly by granting directly to individuals. In addition to disaster ...

Join Doug Kadison, senior wealth advisor at Innovia Wealth, as he discusses how he left a large wirehouse and partnered with an existing RIA firm to embrace independence—without the burden of ...

Following on a week in which at least 15 deals were announced, the second week of August proved to be relatively slow in the RIA mergers and acquisitions market. CI Financial announced three ...

As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build long-lasting client relationships. Join Athene’s Patti Hausherr ...

Wells Fargo Advisors rolled out its fee-only RIA channel in January 2019. It now has 13 advisory teams on the platform, with 33 advisors collectively overseeing some $6 billion in AUM. Another ...

It isn’t every day that a Tax Court decision addresses three common estate-planning and administration techniques in a single case and even less common for there to be nothing but good news.

Dealmaking among registered investment advisors hit an all-time in 2024 as interest rate cuts and high valuations spurred mergers and acquisitions, according to consultancy DeVoe & Company.

Sequoia Financial Group, an Akron, Ohio-headquartered registered investment advisor with $22.6 billion in assets under management, has acquired Carlson Capital Management, a Northfield, Minn.