Brighton Jones, a Seattle-based registered investment advisor with $26 billion in client assets, has opened its first Atlanta office with the addition of Andrew Foray as lead advisor. Foray joins ...

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 ...

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com’s RPA channel, reviews all of last week’s industry news and selects the ...

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 ...

Torrance, Calif.-based EP Wealth Advisors has added a $660 million registered investment advisor in its home state with the acquisition of Peninsula Wealth. Peninsula Wealth has been in the Bay ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

Join Mike Shebak, executive managing director and head of institutional consulting at Clearstead Advisors, as he talks about how Clearstead Advisors pursues growth through both organic and ...

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 ...

A high-net-worth (HNW) individual may use a donor-advised fund (DAF) as part of their philanthropy planning for many reasons, such as speed of creation, ease of administration and to maximize the ...

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 ...

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 ...

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 ...