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.

RIA Roundup: After Hitting $17B in ‘23, Concurrent Scores Advisors from Wells Fargo, Raymond James Carson Group also announces two additions, Realta Wealth names a new CFO and Savant adds to its ...

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.

In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.

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 ...

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 ...

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

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 ...

When undertaking meaningful estate planning, the inherent tension between potential estate tax savings and income tax consequences of proposed estate tax planning strategies is a key consideration ...