The Kansas-based $640 billion firm, which bought United Capital from Goldman Sachs in 2023, now joins Wealth Enhancement and ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

The move adds an 11-person ensemble to Wells Fargo’s independent network in Long Island as it continues to court elite ...

It appears he has made his first statement in that regard today on social media. On his Truth Social account, the president ...

At a moment when confidence in institutions is fragile, wealth advisors who lead with a clear purpose—and live it ...

Real estate investment trusts underperformed the overall market last year, but wealth managers say they may be worth another ...

The angst for nontraded and illiquid BDCs, which have been gobbled up the past few years by investors hunting for yield, was ...

Underwritten by a $350 billion valuation, the potential fresh backing from GIC and Coatue would add to pre-existing ...

While younger generations are keen to secure their financial futures, Gen X and Boomers are confronting costly regrets and ...

Meanwhile, Integrated Partners deepened its presence further in Connecticut, and Cerity Partners executed a merger of its own ...

Brendan McCurdy and Dave Fazekas discuss why industrial real estate remains one of the firm's highest-conviction investment ...

The veteran executive who helped oversee Cetera’s multicustodial buildout and deal-driven expansion will step aside after a ...