CI's deal to acquire Segall Bryant & Hamill, a Chicago-based investment and wealth manager, would be its largest yet.

Even day traders and people who prefer set-and-forget index fund investments have come to realize that there’s a lot more components involved in building wealth.

Marrs Wealth Management of Ames, Iowa, joined the Mercer platform for its succession planning and back-office support.

Here's a running list of wealth management events and conferences planning in-person activities in 2021.

Armed with information and generally more socially conscious than previous generations, many of today’s investors are searching for financial advisors who can execute their vision. 

Schwab admitted it is providing advisors with poor service lately, but its ongoing integration with TDAI isn't to blame, it said.

After a white-hot 2020, M&A experts believe we still haven’t reached a peak; many expect deal structures to evolve and new buyers to find the market in the coming months.

Here are the breakaways, mergers and acquisitions announced the week of Jan. 18, 2021.

Summit Growth Partners will be a sort of velvet rope model, providing advisors with access to Summit’s services at a discount and upfront capital in exchange for a minority equity stake.