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

It has been a busy year for ARQA, founded in 2022 by Haik Sahakyan and Peter DiLorenzo. Its two current products include KorScript and ARQA AI. Simply put, KorScript uses generative artificial ...

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.

$6 Billion Team Leaves Goldman Sachs for UBS Private Wealth Management The private wealth management team is led by Denis Cleary and Gregory Devine and will maintain its offices in Boston and Los ...

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 ...

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.

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.

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

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

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

Which schools offer the highest-quality, interactive and affordable online financial planning courses for those pursuing the CFP certification.

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. Black Diamond will deeply integrate with Morningstar’s new ...