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.

Trusts & Estates: July/August 2025 Digital Edition Features on Estate Planning & Taxation and Fiduciary Professions ...

Motley Fool Wealth Management, an affiliate of Alexandria, Va.-based Motley Fool, has hired Sabrina Rosh from Ellevest as director of financial planning. In the newly created position, Rosh will ...

Discover investment alternatives beyond US equities as Luke Oliver, Head of Strategy at KraneShares, shares insights on navigating market volatility, inflation concerns, and diversification ...

Bill Dalton, Head of RIA Custody Sales at Goldman Sachs, discusses their transformative custody business, boutique services for high-net-worth clients, innovative solutions for advisors including ...

Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014 ...

In this week’s advisor deals and moves, Carson Wealth snags a $608M firm, RIA holding company Aspen acquires its third firm, and a $580M RIA joins Sanctuary’s independent partner channel.