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.

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund ...

Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion ...

Brian Ullsperger, managing director at Andersen, emphasizes a “high-tech, high-touch” strategy to client engagement—leveraging digital tools like portals, email, and text alongside personal ...

In this video, Andrew Stavaridis, chief relationship officer with Envestnet, explains how the company is implementing advanced direct indexing capabilities and enhanced tax overlay features while ...

The annuity marketplace has long been seen as complex and opaque—but that’s changing. In this video, Morgan Christiansen of The Pinnacle Group explores how RIAs can now access transparent ...

Jason Borek of The Pinnacle Group unpacks two of the most pressing challenges facing RIAs today: attracting next-gen talent and driving organic growth. He explores why education—not sales—is ...

Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee ...

Trust laws have been changed in recent years to add many flexible and progressive statutes, creating the ability to have directed trusts, long-term or dynasty trusts, self-settled asset protection ...

Reed Colley, president of Orion Advisor Tech, shares his excitement about the future of AI in wealth management. With a focus on empowering advisors, Reed discussed how Orion’s innovative ...

A financial advisor who previously managed $2.7 billion while part of Fidelity Investments’ Private Client Group has left to join a new registered investment advisor affiliated with a ...