The acquisition of Ratio Wealth Group, a Denver-based firm with $530 million in assets, is Robertson Stephens’ fourth deal this year.

The milestone validates Captrust’s business model and growth of the registered investment advisor space.

In his new book, the ‘father of life planning’ advocates for a broader fiduciary duty, one that extends to all institutions. Here’s how advisors play into that grand vision.

Ellen Zentner will lead the new thematic and macro investing team at Morgan Stanley’s Global Investment Office starting Aug. 1.

Is convergence a fad or will it define the winners and losers in the DC world?

The revamped educational platform will feature multimedia content to help advisors become more comfortable with estate planning topics.

CEO Dan Arnold said the firm “can only speculate” on why other industry peers announced changes to their sweep pricing during its Q2 earnings call this week.

The court agreed that the Biden-era version of the fiduciary was structurally similar to the Obama-era rule. However, consumer advocates argue that plaintiffs are “forum-shopping” for sympathetic courts.

Financial advisors are still bullish on the prospects for the U.S. stock market, according to WealthManagement.com's Advisor Sentiment Index