Trusts & Estates: July/August 2025 Digital Edition Features on Estate Planning & Taxation and Fiduciary Professions ...

Practice Transition Made SimplePractice Transition Made Simple Small advisor finds big support in United Planners' family culture.

S&P DJI-linked mid- and small-cap ETFs underperform peers due to smaller-cap tilt. Market cap ranges and stock holdings explain performance differences.

No, artificial intelligence won’t replace financial advisors. If the wealth management industry learned anything in 2024, it was that. As much as AI can make life easier for advisors with ...

Wealth Enhancement Group Adds BTR Capital Management, More Than $1B in Assets In its 12th acquisition this year, WEG adds a ninth office in Northern California.

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.

In the Q4 2024 Capital Group / DeVoe RIA Deal Book, interest rate cuts spurred a blockbuster fourth quarter that contributed to a new high of 272 transactions last year.

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 ...

Savant’s acquisition of Raymond F. Book & Associates and its affiliated RIA are its sixth and seventh acquisitions in 2023.

Deals & Moves: LPL, Ameriprise Add Advisors Amid Mounting Legal Disputes Emigrant Partners invests in $2.8 billion Principle Wealth, and Choreo hires for a new role of HR chief.

What’s Trending With Collectibles? Considerations for different industries and how they affect legal documentation.

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