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.

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

In a roundup of news regarding alternative investments, Hamilton Lane launches a new venture capital fund, Goldman Sachs goes live with its custom model portfolios and Venturi Private Wealth taps ...

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 ...

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.

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

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