Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion ...

The annuity marketplace has long been seen as complex and opaque—but that’s changing. In this video, Morgan Christiansen of The Pinnacle Group explores how RIAs can now access transparent ...

Jason Borek of The Pinnacle Group unpacks two of the most pressing challenges facing RIAs today: attracting next-gen talent and driving organic growth. He explores why education—not sales—is ...

Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee ...

Savant Wealth Management, a rapidly growing, employee-owned registered investment advisor based in Rockford, Ill., announced this week that it had acquired Capital Directions, an Atlanta-based ...

Sullivan, Bruyette, Speros & Blayney, an RIA with $5 billion in assets under management located in McLean, Va., has been acquired by Creative Planning. The transaction contained stock and cash ...

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

Adviser Investments, a Boston-based registered investment advisor owned by private equity firm Summit Partners, is acquiring Ropes Wealth Advisors from global law firm Ropes & Gray in a deal ...

Reed Colley, president of Orion Advisor Tech, shares his excitement about the future of AI in wealth management. With a focus on empowering advisors, Reed discussed how Orion’s innovative ...

Join Tim Goodwin, Senior Wealth Advisor and Founder at Goodwin Investment Advisory, as he describes how they are a fee-only financial advisory firm located in Woodstock, Georgia. At Goodwin ...

Join Kim Cappellano, CEO and founding partner at Private Wealth Asset Management, she explains how Private Wealth prioritizes a thoughtful, team-based approach to client experience and succession ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...