Edelman Financial Engines Picks Up PRW Wealth Management

Nov 16, 2023

Now at $245 billion in AUM, Edelman expects to increase M&A momentum in 2024.

Savant Wealth Management to Buy $2.2B Bridgeworth Wealth Management

Nov 15, 2023

With its eighth deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.

Focused on the Future: Jimmy Lee on How AI and ESG Will Impact Financial Planning

Nov 15, 2023

Wealth Consulting Group founder and CEO Jimmy Lee discusses the ESG debate, use cases for AI in financial planning and more.

Seven Reasons Why RIAs Should Offer 401(k) Plan Services to Clients

Nov 15, 2023

Managing defined contribution plans solidifies relationships with existing clients while potentially opening doors to new, long-term HNW partnerships.

tru Independence Partners with Opto to Offer Private Investments

Nov 15, 2023

tru Independence signs up to offer Opto's customized private investment funds to a growing stable of partner firms.

Dynasty Sets $100B Growth Goal

Nov 15, 2023

CEO Shirl Penney expects his independent advisor services platform to reach its goal by Independence Day of next year, and he still has plans to take the company public.