Eric Phillips discusses how technology innovations are transforming wealth and retirement planning for financial advisors.

RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

Focus Hub Merges In $4B Seattle RIA The acquisition of Merriman Wealth Management marks the ninth for Focus Partners Wealth, the newly rebranded The Colony Group and Buckingham Strategic Wealth ...

Hightower said it has acquired an undisclosed ownership stake in Frontier Investment Management, a $3.3 billion RIA based in Dallas, the firm's third and largest deal this year.

Wealth Enhancement Group Acquires $1.4 Billion RIA The announcement follows the acquisition of Wealth Enhancement Group by TA Associates and represents a boost of the firm's New York presence.

The top SMA managers of the the decade, per Informa Investment Solutions’ PSN Top Gun awards.

The private wealth management team is led by Denis Cleary and Gregory Devine and will maintain its offices in Boston and Los Angeles.

Wealth Enhancement Group acquired Kings Point Capital Management, a New York and Tennessee-based independent RIA with $1.7 billion in client assets.

Cross Border PrenupsCross Border Prenups Too little attention often is paid to assets outside of the jurisdiction where the parties intend to reside.

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 ...

In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

What’s Trending With Collectibles?What’s Trending With Collectibles? Considerations for different industries and how they affect legal documentation.