Over the past decade, the impressive returns of U.S. large-cap stocks have made it easy for investors to overlook international equities. Now, however, the landscape is shifting, and the case for ...

Savant Wealth Management, a rapidly growing, employee-owned registered investment advisor based in Rockford, Ill., announced this week that it had acquired Capital Directions, an Atlanta-based ...

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

Dealmaking among registered investment advisors hit an all-time in 2024 as interest rate cuts and high valuations spurred mergers and acquisitions, according to consultancy DeVoe & Company.

Modera Wealth Management, a registered investment advisor headquartered in Westwood, N.J., with $12.5 billion in assets under management, has acquired Bay Point Wealth, a Maryland-based RIA with ...

The wealth management industry is rapidly embracing advanced technologies like AI, but many firms are finding their data infrastructure isn't ready. Based on the inaugural BetaNXT Data ...

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund ...

Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee ...

Jason Borek of The Pinnacle Group unpacks two of the most pressing challenges facing RIAs today: attracting next-gen talent and driving organic growth. He explores why education—not sales—is ...

Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...

Concurrent Investment Advisors hit growth goals in its first year as a newly structured hybrid RIA and started 2024 with a couple of new additions, the firm reported this week, while Carson Group ...