Carson Group on Tuesday announced that it acquired Marietta Wealth Management, a Marietta, Georgia-based RIA that oversees ...

Plus Our Deals & Recruiting And WSRIA Roundups, Matching Capital To The Future, Thriving Culture, Advocacy After Midterms, ...

New rules for the 2026 tax year may reduce the tax savings from charitable giving for high net worth clients. Clients who ...

New York City-based alternative investments firm CAIS announced Wednesday that it received $170 million in a Series D financing round led by Vista Equity Partners. Additional funding was provided by ...

Baird announced Monday that it added The Kashian Karels Group to the firm’s wealth management office in Edina, Minnesota, picking up the advisor team from RBC, where it managed more than $508 million ...

For advisors selling their firms, rollover equity means receiving part of the purchase consideration as equity in the acquiring enterprise. Sellers are therefore evaluating an investment in the buyer ...

Independent Wealth Enterprise’s Chief Executive On Why The Firm Will Never Sell And Whether Self‑interested Parties Are Driving An Unsubstantiated Rumor Mill On This Topic ...

The Firm Also Launches A Private Wealth Program Combining Planning, Investment Support And Specialized Capabilities ...

Constructive Engagement Across Party Lines Supports Independent Advisor Businesses And Americans’ Access To Financial Advice ...

Having a marketing problem means the right story is not reaching enough of the right people and dollars can fix that. On the ...

The Federal Reserve’s shift toward higher interest rates presents advisors with competing considerations as they help clients ...

At Its Annual IMPACT Conference, The Firm Says Claude For Financial Advisors Is Now Available At Schwab Advisor Center.