The mergers, acquisitions and advisor moves that occurred the week of March 15, 2021.

Our technology columnist says the deep-data prospecting tool, already used by a handful of national private wealth firms, could be a game changer for independent advisors.

The team, which specializes in working with corporate executives and families, will be known as Executive Wealth Partners.

The mergers, acquisitions and advisor moves announced the week of March 8, 2021.

Bullion is proving to be a less effective hedge against moves in other assets, such as stocks, as well as inflation, according to Russ Koesterich, portfolio manager for BlackRock’s Global Allocation Fund.

The wealthtech firm will be spending an additional $30 million over the next year as it brings its latest features and integrations to market.

Principals of Merrill’s Liebman Marks Group have launched Amplius Wealth Advisors, joining the Dynasty Financial Partners network.

Guinness Atkinson Asset Management expects to switch two of its mutual funds on March 26.

How to achieve investment, organizational, legal and tax benefits