North American firms are ahead of the curve, Aite says.

Revenue at the wealth unit of Goldman Sachs, which includes the old United Capital, rose 7% year over year to $1.1 billion, while assets under management rose by $49 billion sequentially to $558 billion.

WealthManagement.com created this list of industry-related resources to help financial professionals understand systemic racism and white privilege. It is not exhaustive. Some of the organizations listed take donations.

The data shows more than 80,000 jobs in the investment advice industry were 'retained' due to the small business loan assistance—but that number comes with a huge asterisk.

Wells Fargo's wealth unit reported net income of $180 million during the second quarter, down 70% year over year and 61% sequentially, as advisor head count continues to shrink.

The deal with Thun Financial Advisors, an RIA with $600 million in assets, expands Creative Planning’s cross-border advising services.

Cash might be king but accepting cash-heavy deals now may come at the opportunity cost of more options in the future.

Our profession is overwhelmingly white and male both by design and practice, which means that it needs to change.

In its second quarter M&A report, Fidelity recorded just three RIA deals in April, yet activity spiked in June, with 14 deals across $20.6 billion in assets.

The PPP was designed to keep employees of small businesses on payroll during the pandemic. Out of almost 4.9 million loans, the number of “jobs retained” is zero for 554,146 and blank for 324,122. Seven loans list negative job numbers.