Report shines a spotlight on preeminent firms and advisory practices who go above and beyond as financial stewards for their ...

This year’s list includes women who are running some of the largest wealth management operations in the country.

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes ...

Many buyers and sellers of wealth management firms are likely to thrive, ensuring their clients receive excellent care. However, after the initial euphoria of the merger subsides, numerous buyers and ...

A Merrillville-based investment firm affiliated with Centier Bank is investing in the New York City-based wealth management ...

Since 2013, Wealth Enhancement has grown from 11 branches to more than 130 locations with 1,500 employees nationwide to become the fifth-largest wealth management firm in the U.S. with $107 ...

The CEO pay of the largest publicly traded wealth management firms may not carry much weight for financial advisors, but it represents a barometer of the industry's bottom line. "It is probably ...

“Cahill Wealth Management is an outstanding addition to our team, and we are very pleased about their decision to join us,” shared Jay Shah, chief executive officer at Edelman Financial Engines.

A wealth management firm linked to a Tata Sons executive faces scrutiny over potential conflicts of interest. Divinion Advisory Services, connected to Suprakash Mukhopadhyay's family, was ...

Orland Park-based OFM Wealth was founded in 1981 by Sam Ogrizovich. The firm, with more than 175 clients, offers financial planning, investment management, and tax, estate and retirement planning. The ...

Edelman Financial Engines has completed its first acquisition of the year, adding Michigan-based Cahill Wealth Management to expand its reach in the Midwest. The acquisition, announced Monday ...