Lexington-based MCF Advisors has acquired Wealth Planning Corp. (“WPC”), a Cincinnati-based wealth management firm overseeing $617 million in assets under management.

Kestra's hybrid RIA platform also welcomed a veteran advisor from Goldman, while a second-generation planner makes his way to LPL and Private Advisor Group.

Raffles Family Office (RFO), the leading multi-family office, together with GoUpscale, a wealth management content engagement ...

Cerity Partners is widening its national footprint with two merger agreements that extend its reach into the Chicago area and ...

A star-studded list of dealmakers, entrepeneurs and innovators will take home top honors at this year’s IrishCentral Finance ...

Also, Prime Capital announces two recruits from Edelman Financial, and Raymond James lands two Commonwealth advisors.

Fintech firms launch new AI tools and partnerships for wealth management advisors across CRM systems and discovery platforms ...

The Partnership intends to provide liquidity to limited partners through a roll-over to the Ninepoint Resource Fund Class in the period between January 15, 2028 to February 28, 2028. The Partnership's ...

Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.

Integrated Partners ("Integrated"), a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), has ...