Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

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.

How AdvisorEngine and Schwab Help Scale Operations AdvisorEngine announces it's the first company to complete an integration with the new Schwab iRebal® platform.

By assuming existing loans, investors can mitigate the risk from rising interest rates and ultimately underwrite a greater leveraged return, market participants say.

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 ...

Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014 ...

Major asset managers made big moves in the direct indexing space in 2020. Will advisors follow along?

The Securities and Exchange Commission has approved Bitcoin ETFs for the first time in a significant shift for the industry’s relationship to cryptocurrency. The commission approved 11 proposals ...

Recordkeeping-as-a-service firm Vestwell announced it was selected by JPMorgan Chase & Co. to power the Everyday 401(k) small business workplace savings platform. In addition, Vestwell announced ...

Trust Protectors Explained Answers to some of advisors' most frequently asked questions about this powerful role.

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.