Mercer Global Advisors has acquired NorthAvenue Financial Advocates, a Columbus, Ohio-based wealth management firm with more ...

Some see a credibility boost and new competition for Schwab and Fidelity; others fear Altruist could lose its edge.

The SEC on Thursday filed 38 civil complaints against the purported firms, alleging that they made material ...

This dynamic has pushed wealth concentration to new extremes at the very top of the billionaire class, the report said. The ...

In addition, Matt Reiner, managing partner and senior investment advisor at Capital Investment Advisors, has partnered with ...

Previously, all 529 plans were considered when determining a child's financial aid eligibility via FAFSA. Today, accounts ...

Budget analysts have estimated the popular measure could cut federal tax revenue by $8.5 billion over 10 years.

The typical high-net-worth advisor client has $2 million in assets under management, or enough to rank in the top 2% of ...

Dean Dellas, 42, of Cazenovia, New York, had pleaded guilty to wire fraud and aggravated identity theft, leading to the ...

The $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.

Although reported transactions dipped to 120 deals from 132 in the first six months of 2025, the scale of acquisitions ...

The SEC plan would modernize the regulations around custody of advisor assets, including crypto assets, the filing at OMB ...