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.

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

Trusts & Estates: July/August 2025 Digital Edition Features on Estate Planning & Taxation and Fiduciary Professions ...

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.

What’s Trending With Collectibles? Considerations for different industries and how they affect legal documentation.

Harnessing Data Analytics & AI for Personalized Client Insights Discover how cutting-edge AI and data analytics are transforming advisor-client relationships.

Russ Norwood, chief executive officer at Venturi Wealth Management, as he discusses how they focus on serving high-net-worth individuals, particularly executives and founders of private companies ...

In a roundup of news regarding alternative investments, Hamilton Lane launches a new venture capital fund, Goldman Sachs goes live with its custom model portfolios and Venturi Private Wealth taps ...

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

By assuming existing loans, investors can mitigate the risk from rising interest rates and ultimately underwrite a greater leveraged return, market participants say.

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 ...

Deals & Moves: LPL, Ameriprise Add Advisors Amid Mounting Legal Disputes Emigrant Partners invests in $2.8 billion Principle Wealth, and Choreo hires for a new role of HR chief.