Practice Transition Made SimplePractice Transition Made Simple Small advisor finds big support in United Planners' family culture.

Finding Your Perfect M&A Dance PartnerFinding Your Perfect M&A Dance Partner Guiding advisors through practice transitions with expertise and support.

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.

Seamless Succession: A Partnership StorySeamless Succession: A Partnership Story How strategic partnerships facilitate advisor transitions and continuity.

JB Birney, owner of JBirney Financial, shares how family connections and collaboration in wealth management provides access to diverse perspectives. Teaming with industry experts like United ...

Where accessibility meets exceptional broker-dealer support.Business Acquisition Without Missing a BeatBusiness Acquisition Without Missing a Beat Advisors find broker-dealer excellence through ...

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

No, artificial intelligence won’t replace financial advisors. If the wealth management industry learned anything in 2024, it was that. As much as AI can make life easier for advisors with ...

Wealth Enhancement Group Adds BTR Capital Management, More Than $1B in Assets In its 12th acquisition this year, WEG adds a ninth office in Northern California.

In the Q4 2024 Capital Group / DeVoe RIA Deal Book, interest rate cuts spurred a blockbuster fourth quarter that contributed to a new high of 272 transactions last year.

Savant’s acquisition of Raymond F. Book & Associates and its affiliated RIA are its sixth and seventh acquisitions in 2023.

Atlanta-based Christopher Burns went missing in September 2020 while being investigated by the SEC for allegedly defrauding dozens of clients, and he remains on the run.