Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. Black Diamond will deeply integrate with Morningstar’s new ...

RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

When undertaking meaningful estate planning, the inherent tension between potential estate tax savings and income tax consequences of proposed estate tax planning strategies is a key consideration ...

Harnessing Data Analytics & AI for Personalized Client Insights Discover how cutting-edge AI and data analytics are transforming advisor-client relationships.

By assuming existing loans, investors can mitigate the risk from rising interest rates and ultimately underwrite a greater leveraged return, market participants say.

Dave Goes Spearheads Enterprise Sales at Advyzon Dave Goes discusses his new role at Advyzon and the mission to scale up to enterprise clients.

The Securities and Exchange Commission has approved Bitcoin ETFs for the first time in a significant shift for the industry’s relationship to cryptocurrency. The commission approved 11 proposals ...

Recordkeeping-as-a-service firm Vestwell announced it was selected by JPMorgan Chase & Co. to power the Everyday 401(k) small business workplace savings platform. In addition, Vestwell announced ...

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.