William Raveis is expanding with AI, new wealth management services and potential changes to NAR membership as it prepares ...

EP Wealth also expanded in Phoenix with a father-and-son led planning firm, while Integrated Partners extended its reach in ...

As the Great Wealth Transfer accelerates, financial advisors are shifting to multi-generational planning to prepare families for smoother, values-based wealth transitions.

Robert Balentine, chairman of the independent wealth management firm he co-founded, has been recognized with a lifetime achievement award for his decades of environmental conservation work and ...

It’s important to create an all-weather wealth-building strategy. Work with a financial advisor to create a personalized plan ...

A veteran St. Louis wealth management leader is taking over as CEO of a partnership that oversees more than $520 billion in ...

Elsewhere, mega-RIA Mercer Advisors expanded in Idaho with a female-led boutique firm, while AssetMark adds another $3 ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits ...

The Palo Alto, California-based ​company sold 34.6 million shares at $14 apiece, compared with ​its ⁠marketed range of $12 and $14 per share. The IPO valued Wealthfront at $2 billion.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

The Waltons, America's richest family, uses a model pioneered by the Rockefellers to manage their wealth. As the Walmart ...

A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 ...