Are you ready to hand over control of your portfolio to artificial intelligence? Fahad Hassan, cofounder and CEO of AI-powered wealth management platform Range, thinks you should seriously consider it ...

For wealth management professionals, 2025 saw record M&A deal volume for registered investment advisor firms, further ...

Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This team has paid to receive expanded profile features. 29 years ago on a ...

Independent advisors and RIAs face tough competition. The biggest wealth management companies in the US set the pace for the industry. They have deep pockets, strong brands, and the latest technology.

The seven Steward Partners teams honored by Forbes include: ...

Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This team has paid to receive expanded profile features. About Premier ...

Mariner acquires two firms with $1.8B in assets while Apella adds PBMares wealth division worth $1.7B to reach nearly $10B ...

PBMares, a US-based public accounting and consulting practice, has divested its wealth management unit, PBMares Wealth ...

Brookfield-based Annex Wealth Management announced that it has acquired Whitefish Bay-based financial advisory practice WFA Asset Management. The transaction brings... The most important thing I’ve ...

Wealthy families are launching offices to manage their money at a record clip and are increasingly getting a seat at the table in significant deals. The firm has committed nearly 22% of the new pool ...

Wealth Management officially removes dot com from its name and adds parent company Informa branding to reflect modern focus ...