Because a shrinking advisor workforce means more than just open job postings—it affects client relationships, firm growth, ...

Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio ...

Bluespring Wealth Partners, meanwhile, announced its acquisition of Charter Capital Management, an RIA based in Brookfield, ...

Two financial planning and wealth management firms, Lincoln Sparrow Advisors and Progressive Planning Services, have combined to create BearingStone Wealth.

Waverly Advisors acquired GGM Wealth Advisors in a deal that closed March 21. Financial terms of the deal between the two ...

For single-family offices, the mission often extends beyond simple wealth accumulation—it's about preserving and growing ...

The topic of estate planning never has been easy. Trying to do so in an era when estates are more digital in nature: That’s ...

“Purpose stood out to us because of their commitment to client-focused innovation in wealth management. Purpose shares our vision of offering Canadian investors a fresh alternative-one that ...

Maverick Wealth Advisors (MWA) is a family-run financial advisory firm that helps clients manage their finances with ...

BRIDGET COSTELLO Wealth Advisor Kayne Anderson Rudnick Maintaining a client retention rate of 100 percent, Bridget Costello’s ...

The acquisition adds GGM's $400m in assets under management to Waverly's portfolio, raising its total AUM to about $17.4bn.