Eric Phillips discusses how technology innovations are transforming wealth and retirement planning for financial advisors.

RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

Wealth Enhancement Group Acquires $1.4 Billion RIA The announcement follows the acquisition of Wealth Enhancement Group by TA Associates and represents a boost of the firm's New York presence.

Focus Hub Merges In $4B Seattle RIA The acquisition of Merriman Wealth Management marks the ninth for Focus Partners Wealth, the newly rebranded The Colony Group and Buckingham Strategic Wealth ...

The recent much smaller acquisition of Northwest Capital Management—with $4 billion in retirement assets—by Carson Group, though smaller, might be the beginning of other deals by RIA ...

The top SMA managers of the the decade, per Informa Investment Solutions’ PSN Top Gun awards.

The private wealth management team is led by Denis Cleary and Gregory Devine and will maintain its offices in Boston and Los Angeles.

Wealth Enhancement Group acquired Kings Point Capital Management, a New York and Tennessee-based independent RIA with $1.7 billion in client assets.

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.

Carson Launches Tax Strategy With Acquisition of $385M RIA Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.

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

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