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 ...

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.

After years of telling inexperienced financial advisors they should stay away from defined contribution plans like 401(k)s because of the complexity and fiduciary liability, the defined ...

In an era of evolving investor expectations, successful advisors must go beyond traditional service models. This latest research from BNY Pershing and WealthManagement IQ reveals where advisor ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Rising interest rates are changing the calculations for real estate investors who rely on debt to make their acquisitions. Some asset classes work better than others in this environment, but a lot ...

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 ...