One of the most consequential M&A deals in years leads this roundup of the many ways big independent firms grew in 2025 and ...

Also, Raymond James lands a $420M father-son team from Edward Jones, Cetera recruits a $350M LPL duo, and Cambridge acquires ...

With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting ...

The latest SEC Enforcement Activity report finds that the watchdog agency has only started four regulatory cases against ...

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

When Mindy Neira, a wealth manager and principal at Modera Wealth, joined her firm, she was asked what she was passionate about.

A new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.

Medicare beneficiaries will face higher premiums across the board in 2026. And for many retirees, those added costs will chip away at Social Security's 2026 cost-of-living adjustment, or COLA. The ...

This is the 28th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...