We’re really leaning into SEI and helping create a more robust partnership,” said Merit Financial Managing Principal Tyler ...

An analysis of more than 500,000 registered representatives across US wealth management firms found that women account for ...

Independent RIAs have become the fastest-growing advisor channel as consolidators, equity incentives, and tax-efficient deal ...

Monish Verma, founding partner and CEO at Vardhan Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of leaving a major wirehouse and taking the RIA ...

Jamie Price, CEO of Osaic, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of going the ...

Wealth managers say the longer the Iran war goes on, the greater the risk to the market. Here's what they are watching.

New data from Kitces Research points to gains after hiring support and moving upmarket — until workload and costs to autonomy kick in.

Senior leadership changes across several major asset and wealth managers this week highlight how firms are reinforcing their executive benches as competition intensifies for advisors, institutional ...

“Income overlays reshape the return profile of a fund, and yield is never free,” Kuplinska says. “The key for advisors is alignment. If a client prioritizes cash flow over maximum upside participation ...

Advisors encourage tax-conscious moves and downside protection more often in 2025, yet only about one-third discuss Medicaid or long-term care with clients.

New center-left proposals would widen the standard deduction, raise top rates to offset federal revenue losses, and force advisors to revisit tax-planning strategies.

A surge in AI investment, expanding private credit markets and persistent liquidity constraints are creating structural shifts in private markets.