Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund ...

Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion ...

The investment and wealth management industry is rapidly adopting AI and related technologies, but many firms lack the necessary data infrastructure to support them. This benchmarking survey from ...

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

Jason Borek of The Pinnacle Group unpacks two of the most pressing challenges facing RIAs today: attracting next-gen talent and driving organic growth. He explores why education—not sales—is ...

The annuity marketplace has long been seen as complex and opaque—but that’s changing. In this video, Morgan Christiansen of The Pinnacle Group explores how RIAs can now access transparent ...

Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee ...

Trust laws have been changed in recent years to add many flexible and progressive statutes, creating the ability to have directed trusts, long-term or dynasty trusts, self-settled asset protection ...