See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Mercer Global Advisors revealed on Wednesday that it has become one of the first independent RIA signatories to the United Nations’ Principles for Responsible Investment.
The managerial shifts are one piece of a push to heighten the digital experience for advisors and clients interested in the company's retirement options.
HighTower Advisors, the RIA consolidator based in Chicago, said Tuesday that it has made an investment in Lexington, Mass.-based RIA Lexington Wealth Management.
The firm has created a new 'continuous improvement' department and invested in a new platform to collate advisor feedback from surveys, in-person interactions and social media.
Chris Flint announced his candidacy several weeks ago, saying he was running to ensure there would be more representation from firms directly offering clients financial advice.
The 12th edition of the "Robo Report" also reports that Vanguard and SigFig scored highly on overall performance among 18 analyzed robo advisor providers.