The RIA Edge list for 2025, presented by WealthManagement.com and Discovery Data.

America’s IRA expert, Ed Slott, shares his thoughts on whether we should continue to contribute to 401 (k) plans and IRAs during this entertaining conversation. Ed also explains his preferred ...

In the Q4 2024 Capital Group / DeVoe RIA Deal Book, interest rate cuts spurred a blockbuster fourth quarter that contributed to a new high of 272 transactions last year.

Explore WealthManagement.com's CE-eligible webinars designed for the wealth management industry. Gain insights on growing your firm, mastering practice management, leveraging cutting-edge ...

Facet Wealth Gets a $33 Million Investment, Led by Warburg Pincus Facet Wealth lands multimillion Series A funding, led by a global PE firm focused on growth investing.

Avoid overusing flexible trust statutes.Just Because You Can . . . Doesn’t Always Mean You Should Avoid overusing flexible trust statutes.

Savant’s acquisition of Raymond F. Book & Associates and its affiliated RIA are its sixth and seventh acquisitions in 2023.

S&P DJI-linked mid- and small-cap ETFs underperform peers due to smaller-cap tilt. Market cap ranges and stock holdings explain performance differences.

Now in its ninth year, the WealthManagement.com Industry Awards (The Wealthies) is the only awards program to honor outstanding achievements by companies, organizations and individuals that ...

The DOL released the latest iteration of the fiduciary rule today, with President Biden framing it as a way to crack down on "junk fees" in retirement advice.

Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014 ...

Merit Financial Advisors President Kay Lynn Mayhue on the firm's 'hub and spoke' approach to acquisitions, what kills a deal and more.