In the world of advisor technology, there is tremendous diversity and increasingly, a solution for almost any need. That’s partially why many advisors make the decision to go independent—for ...

Features on Estate Planning & Taxation, International Practice, and Fiduciary Professions ...

The Mather Group, a Chicago-based registered investment advisor with $14 billion under management and advisement, has acquired a $200 million AUM RIA in Walnut Creek, Calif.—Mather’s fourth in ...

Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3 ...

In 2025, hobbyists, investors and passion collectors appear as enthusiastic as ever to build expansive collections of high value collectible property. From coins to sports memorabilia to handbags ...

LPL and Ameriprise announced advisor shifts alongside one of several lawsuits being filed alleging misconduct by departing advisors. On Wednesday, LPL Financial announced that two former ...

In today’s fast-evolving financial landscape, staying ahead means leveraging the latest technology to enhance client relationships. Orion Advisor Tech leaders Michael Stern and Mike Wilson share ...

Cleveland-based MAI Capital Management, claiming almost $21 billion in assets under management, has picked up a New Jersey-based firm managing $562 million for clients. A team of four in ...

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 ...

The short-term borrowing rate is at its highest level since January 2008 after the Federal Reserve raised its key rate by another 0.75 points to a target range of 3.75 percent to 4.00 percent.

Information from structured notes platform Luma Financial Technologies will now be available to Morningstar Advisor Workstation subscribers, according to a recent announcement. The two signed an ...