Savant Wealth Management, a rapidly growing, employee-owned registered investment advisor based in Rockford, Ill., announced this week that it had acquired Capital Directions, an Atlanta-based ...

A Washington-based RIA with $3.7 billion in managed assets will pay $430,000 to settle SEC charges it violated the regulator's marketing rule with its use of hypothetical performance in ads.

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

(Bloomberg) -- Aon Plc agreed to buy NFP Corp. for about $13.4 billion in cash and stock as part of a push into the middle-market segment of the insurance brokerage and wealth-management business.

Fidelis Capital, a Tampa-based registered investment advisory firm launched about two years ago with $1.5 billion in assets under advisement, has hired Douglas Rothermich as a partner and wealth ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...

Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3 ...

The traditional mutual fund wholesaler used to walk into an advisor’s office with a pack of golf balls, a factsheet and a high Morningstar rating. No more. In fact, just 9% of advisors say they ...

Examiners at the Securities and Exchange Commission are investigating advisors’ integration of artificial intelligence into their operations, including portfolio management, trading, marketing ...

Wells Fargo Advisors rolled out its fee-only RIA channel in January 2019. It now has 13 advisory teams on the platform, with 33 advisors collectively overseeing some $6 billion in AUM. Another ...

With so many defined contribution participants using target funds, which has become the most popular default option, and a vast majority of contributions going into that strategy and so much talk ...

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