Servo Wealth Management's $210 million book brings the Minneapolis consolidator's total client assets further past $160 billion.
The deal to acquire a 300-client tax firm sets up much-needed succession for its 80-year-old founder, while joining a widening trend of tax service integration among RIAs.
Wealthspire's Benjamin Sullivan explains why hands-on client access, rather than busywork, defines a successful RIA internship program.
The RIA consultancy's new Estimated Value Index and inaugural COO hire Tom Kimberly reflect wider push to give owners real-time data on what their firms are worth.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
CFP Board hails record 3,621 candidates for July, the most diverse turnout yet, as the credential-granting organization tightens continuing education and competency rules.
The Cleveland-based RIA's latest tie-up extends the firm's national footprint into the Golden State, where opinions continue to be split over a contentious billionaire wealth tax proposal.
Meanwhile, Cetera has welcomed a family-run practice from Commonwealth, and a Merrill advisor joins an existing UBS team in Connecticut.
The Olympia, Washington firm's retirement planning expertise reinforces the consolidator's growth momentum to exceed $160 billion in client assets.
FINRA's proposed rule filing would create a new 10-day fraud delay and nearly triple the maximum hold period for exploited senior investors.
