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

In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

Acquisitions also made by Mission Wealth, Waverly, Cary Street Partners, and long-time Northwestern Mutual advisor shifts to private client group Socium Advisors.

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

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.

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 ...

Russ Norwood, chief executive officer at Venturi Wealth Management, as he discusses how they focus on serving high-net-worth individuals, particularly executives and founders of private companies ...

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

Focus Financial Partners is further consolidating its partner firms, moving six Connectus Wealth Advisers business lines to The Colony Group and Kovitz.

In the Estate of Anenberg, the U.S. Tax Court determined whether the termination of a qualified terminable interest property (QTIP) marital trust for the benefit of a surviving spouse, and the ...

The White House OMB completed its review of the DOL fiduciary rule this week, the last step before the final rule can be released.

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