The moves come as Hightower Signature Wealth nears its first anniversary with more than $40 billion in AUM.
Winstone Wealth Partners joins Concurrent from Raymond James, pushing the RIA platform's assets past $23 billion this year.
Senior Democrats including Senator Bernie Sanders urge a DOJ and FBI investigation into thousands of allegedly fake comments backing DOL's private-assets 401(k) rule.
Most finfluencers lack credentials, and digitally present Americans are consuming more finance content than ever, according to new research.
Cerulli research finds affluent investors value comfort and guidance over portfolio management.
Total US retirement holdings jumped 7.9% in the second quarter, with 401(k) balances and IRA contributions both climbing despite lingering economic unease
Wall Street banks expand wealth services as ultra-high-net-worth client demands extend further above and beyond investment management.
The acquisition of $2 billion Gilbert & Cook extends a buying spree for the ultra-high-net-worth firm that has already touched six states this year.
The boutique RIA with $5 billion in AUM taps insider CIO as middle-market firms race to build next-generation leadership
Two wealthtech providers are handing advisors the controls, letting firms design their own workflows and AI agents in plain language.
