With clients willing and eager to help, advisors are offering guidance on giving strategies and how to make the most meaningful impact.
InvestmentNews turns the spotlight on 74 independent firms that are making their mark with remarkable growth.
After quadrupling its assets, the independent firm overseeing $3 billion has struck a strategic PE partnership with Constellation Wealth Capital.
The wealth firms are looking forward to the next phases of their growth stories with C-suite updates.
There are still concerns about inflation but new administration less concerning.
Employee-owned fund management firm grew through merger in 2024.
While promising to halt offshore wind projects, open up wild lands for drilling, and cull incentives for electric vehicles, Trump's first round of actions may not necessarily boost energy companies or hold back renewables, observers said.
The broker-dealer giant aims to help advisors engage both their clients and prospects further with its latest enhancements.
Private equity money is contributing to the good times for RIA owners.
The group led by Commissioner Hester Peirce will take input from within and outside the agency to create a clear regulatory framework for crypto assets.
The wealth tech giant's new chief executive brings nearly two decades of experience, most recently at the helm of a privately held software firm.
Research raises fresh questions as data show a larger chunk of gross profits eaten up than the previous historical average.
Experts say RIAs better keep a close eye on their communications, as well as cybersecurity, in the coming year.
The newly inaugurated Trump White House taps the contrarian commissioner as temporary head amid a slew of walk-outs from the agency.
Survey of CEOs at Davos shows expectations for growth.
Annual top 500 includes 193 American firms
Envestnet data reveal shared focus on product underperformance and tax optimization, with differing priorities on fees.
The elite ex-wirehouse advisor teams will boost Rockefeller Global Family Office's presence in Texas and New York.
The mutual fund titan harmed investors by failing to disclose risks relating to capital gains distributions in its retail target-date retirement funds, according to the SEC.
Younger generations are increasingly hiring advisors based on digital marketing rather than referrals, a recent study found.
