The WealthManagement.com Thrive Awards is unlike any other recognition program. Rather than acknowledging AUM or profitability, it recognizes advisors who are on the way up—those who have proven ...

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 ...

LPL and Ameriprise announced advisor shifts alongside one of several lawsuits being filed alleging misconduct by departing advisors. On Wednesday, LPL Financial announced that two former ...

Methodology: WealthManagement’s Top 25 High-Net-Worth Advisors ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets ...

The amount of activity in the RIA space continued strong this week. Sequoia Financial Group said it’s acquiring a Nashville firm with $930 million in managed assets, while Mercer Advisors has ...

The commercial real estate market faces a critical juncture as a significant volume of low-interest loans approach maturity.

Beacon Pointe Advisors, a registered investment advisory firm based in Southern California and overseeing around $36 billion in assets, has acquired Joslin Capital Advisors, an RIA with $775 ...

Join Russ Norwood, chief executive officer at Venturi Wealth Management, discusses how they focus on serving high-net-worth individuals, particularly executives and founders of private companies.

Join Ken Burke, chief executive officer and president at High Falls Advisors, as he discusses how they offer a comprehensive suite of financial service including tax, estate planning, investment ...