EP Wealth Advisors, the Torrance, Calif.-based fee-only registered investment advisor with $31 billion in assets, has made its fourth acquisition of the year with a Fort Wright, Ky.-based RIA ...

Torrance, Calif.-based EP Wealth Advisors has added a $660 million registered investment advisor in its home state with the acquisition of Peninsula Wealth. Peninsula Wealth has been in the Bay ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

In this RIA Edge episode, Mark Bruno, managing director of the wealth management group at Informa, talks with Catherine Williams, head of practice management at Dimensional Fund Advisors, about ...

Join Tim Goodwin, Senior Wealth Advisor and Founder at Goodwin Investment Advisory, as he describes how they are a fee-only financial advisory firm located in Woodstock, Georgia. At Goodwin ...

Join Kim Cappellano, CEO and founding partner at Private Wealth Asset Management, she explains how Private Wealth prioritizes a thoughtful, team-based approach to client experience and succession ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...

Explore upcoming and on-demand webinars covering the latest trends in fintech, business and growth planning strategies, investment strategies, compliance, client engagement, and more. Most ...

A team of 14 financial advisors and support staff in New York City has launched its own registered investment advisor, Matauro, partnering with Dynasty Financial Partners. The team, which oversees ...

LPL Financial is acquiring The Investment Center, an N.J.-based firm with about $9 billion in brokerage and advisory assets, the independent b/d announced today. LPL intends to close and convert ...