Wealth Management EDGE moved to a new venue this year, the Boca Raton Resort, in Boca Raton, Fla. Day 1 kicked off on Tuesday with a first-ever golf tournament and proceeded to include a full ...

The Mather Group, a Chicago-based registered investment advisor with $14 billion under management and advisement, has acquired a $200 million AUM RIA in Walnut Creek, Calif.—Mather’s fourth in ...

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 ...

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 ...

Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3 ...

In today’s fast-evolving financial landscape, staying ahead means leveraging the latest technology to enhance client relationships. Orion Advisor Tech leaders Michael Stern and Mike Wilson share ...

There are considerable advantages to passing wealth through generations, such as tax savings, creditor protection, consolidated investment and management and protecting assets from imprudent waste.

Turbulence arising from the U.S. Supreme Court’s affirmative action rulings in college admissions at Harvard and the University of North Carolina 1 and the U.S. Court of Appeals for the Eleventh ...

Focus Financial Partners, the New York-based RIA aggregator, is continuing to consolidate by shifting Connectus Wealth Advisers’ U.S.-based business lines to The Colony Group and Kovitz ...

In March 2008, Alvin Anenberg passed away, survived by his wife Sally, Alvin’s children and grandchildren. As a result of Alvin’s death, various assets were passed to a QTIP trust for Sally ...