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.

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 ...

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.

Hightower said it has acquired an undisclosed ownership stake in Frontier Investment Management, a $3.3 billion RIA based in Dallas, the firm's third and largest deal this year.

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

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

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

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 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.