The application to open a trust company is the Canadian financial services firm’s latest development in a busy two years after first entering the U.S. RIA space.

Savant Wealth Management has announced three promotions and one new hire as part of a five-year, 500% growth plan supported by capital from Kelso & Company.

What you need to know about the businessman who managed to secure the most expensive work by an American artist sold at auction. 

Skafco, which includes financial planners Rod Skaf and Wayne Niles, operates out of Dublin, Ohio; both planners have more than three decades of experience in the industry.

A Q&A with David de Jong, author of a recent book on wealthy German families with fortunes launched by industrialists complicit in the Holocaust.

Dimple Shah will join as Executive Vice President or Corporate Strategy and Iryna Northrip will come onboard as CCO, Investment Strategy, according to the network of independent wealth management firms.

The additions of Pedie Monta and McKennon 'Mac' Laas will grow the division that launched in December focused on clients with significant land holdings, including oil and gas reserves.