Brighton Jones, a Seattle-based registered investment advisor with $26 billion in client assets, has opened its first Atlanta office with the addition of Andrew Foray as lead advisor. Foray joins ...

After years of telling inexperienced financial advisors they should stay away from defined contribution plans like 401(k)s because of the complexity and fiduciary liability, the defined ...

In an era of evolving investor expectations, successful advisors must go beyond traditional service models. This latest research from BNY Pershing and WealthManagement IQ reveals where advisor ...

Cleveland-based MAI Capital Management, claiming almost $21 billion in assets under management, has picked up a New Jersey-based firm managing $562 million for clients. A team of four in ...

Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3 ...

LPL and Ameriprise announced advisor shifts alongside one of several lawsuits being filed alleging misconduct by departing advisors. On Wednesday, LPL Financial announced that two former ...

In today’s fast-evolving financial landscape, staying ahead means leveraging the latest technology to enhance client relationships. Orion Advisor Tech leaders Michael Stern and Mike Wilson share ...

The Mather Group, a Chicago-based registered investment advisor with $14 billion under management and advisement, has acquired a $200 million AUM RIA in Walnut Creek, Calif.—Mather’s fourth in ...

In the world of advisor technology, there is tremendous diversity and increasingly, a solution for almost any need. That’s partially why many advisors make the decision to go independent—for ...

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. Black Diamond will deeply integrate with Morningstar’s new ...

The Securities and Exchange Commission has approved Bitcoin ETFs for the first time in a significant shift for the industry’s relationship to cryptocurrency. The commission approved 11 proposals ...

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com’s RPA channel, reviews all of last week’s industry news and selects the ...