EP Wealth Advisors, the Torrance, Calif.-based fee-only registered investment advisor with $31 billion in assets, has made its fourth acquisition of the year with a Fort Wright, Ky.-based RIA ...

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

As private credit markets continue to expand, investors are seeking new opportunities beyond traditional direct lending. This white paper examines the growth and evolution of private credit ...

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 ...

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 ...

Dylan Tyson, CFA, President, Retirement Strategies, at Prudential Financial, discusses the importance of approaching each client differently when looking at retirement and how financial ...

Join Tim Goodwin, Senior Wealth Advisor and Founder at Goodwin Investment Advisory, as he describes how they are a fee-only financial advisory firm located in Woodstock, Georgia. At Goodwin ...

Join Kim Cappellano, CEO and founding partner at Private Wealth Asset Management, she explains how Private Wealth prioritizes a thoughtful, team-based approach to client experience and succession ...

Join Mike Shebak, executive managing director and head of institutional consulting at Clearstead Advisors, as he talks about how Clearstead Advisors pursues growth through both organic and ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...