IN THIS ISSUE: THE RUNDOWN: Tax Law Update, Tips From the Pros and Technology FEATURES: Estate Planning & Taxation and Fiduciary Professions COMMITTEE REPORT: Elder Care / Special Needs and Ultra ...

In the Q4 2024 Capital Group / DeVoe RIA Deal Book, interest rate cuts spurred a blockbuster fourth quarter that contributed to a new high of 272 transactions last year.

Savant’s acquisition of Raymond F. Book & Associates and its affiliated RIA are its sixth and seventh acquisitions in 2023.

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.

RIA Roundup: After Hitting $17B in ‘23, Concurrent Scores Advisors from Wells Fargo, Raymond James Carson Group also announces two additions, Realta Wealth names a new CFO and Savant adds to its ...

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.

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

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 ...

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.

By assuming existing loans, investors can mitigate the risk from rising interest rates and ultimately underwrite a greater leveraged return, market participants say.