In addition, Carson Group fully acquires a Florida-based partner firm, and Arbor Financial adds an advisor who had managed $600 million at Advisors Capital Management.

Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues ...

It has been a busy year for ARQA, founded in 2022 by Haik Sahakyan and Peter DiLorenzo. Its two current products include KorScript and ARQA AI.

Concurrent Investment Advisors hit growth goals in its first year as a newly structured hybrid RIA and started 2024 with a couple of new additions, the firm reported this week, while Carson Group ...

Cameron Dawson, former Fieldpoint Private Securities strategist and frequent market commentator, is RIA NewEdge Wealth’s first CIO.

Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3 ...

Advisors teed off at the first-ever EDGE golf tournament and heard from the likes of Alex Smith and Joe Terranova on Day 1 of Wealth Management EDGE.

In today’s fast-evolving financial landscape, staying ahead means leveraging the latest technology to enhance client relationships. Orion Advisor Tech leaders Michael Stern and Mike Wilson share ...

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

Several years ago, industry observers predicted that direct indexing would be the next wave of innovation to upturn the asset management industry, equal to the revolution of exchange traded funds ...

WEG CEO Jeff Dekko shares his company’s approach to staffing models, strategic decision-making and the significance of organic growth in the financial advisory industry.

Russ Norwood, chief executive officer at Venturi Wealth Management, as he discusses how they focus on serving high-net-worth individuals, particularly executives and founders of private companies.