The deal to add Connecticut-based Eagle Ridge Investment Management boosts Carnegie’s employee headcount by more than 25%.

The rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how ...

Empower, the country’s second-largest retirement plan recordkeeper by assets, has built up a staff of 1,000 advisors in recent years to provide wealth management services to individuals, including the ...

The Florida-based Payant Wealth Management Group, which used an Osaic broker/dealer for brokerage business, has come under the firm’s corporate RIA.

Our often grumpy technology columnist worries for advisors regarding large client inheritances, and other things.

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

Cetera acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona ...

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

The Jaguars defensive lineman would "rather live like a prince forever than live like a king for a little bit." ...

Capstone Wealth Advisors, an independent advisory team of six advisors and four support staff led by Ryan Skogstad, ...

Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...

International Assets Advisory’s Matthew Lampman will work alongside CEO Ed Confrancesco to run the firm and the platforms for ...