WealthManagement Edge

The Cleveland-based MAI's acquisition of Halpern Financial is the firm’s eighth deal this year and its 40th since 2018.

In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C broadens its Accord rollout.

How financial advisors can thrive with the coming of AI tools.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

The deal, expected to close in the fourth quarter of 2024, will bring Kovitz’s assets to nearly $30 billion.

The deal with FinTrust Capital Advisors adds $2.39 billion in AUM and expands Wealth Enhancement Group’s presence in the Southeast.

Altium, which has offices in New York and Connecticut, is adding Kimblery Clouse and Kristen Caseley to expand its footprint in the Northeast.

They can help deepen advisors' understanding of client behaviors, biases and decision-making processes.

Mercer Advisors, Savant, Beacon Pointe and Credent are among the RIAs announcing acquisitions on Tuesday.

Josh Hederick filed his complaint in North Carolina federal court, alleging that Edelman’s litigation record means he can’t trust they’ll work with him on his departure “in good faith.”