Hightower's investment in Westchester-based Siller & Cohen Family Wealth Advisors is its third transaction of 2021. Hightower CEO Bob Oros says the pandemic was a wake-up call for many RIA founders, and expects more deals to come.
Fidelity is launching a new ESG-focused custodian-agnostic tool for advisors.
CI's deal to acquire Segall Bryant & Hamill, a Chicago-based investment and wealth manager, would be its largest yet.
Even day traders and people who prefer set-and-forget index fund investments have come to realize that there’s a lot more components involved in building wealth.
Marrs Wealth Management of Ames, Iowa, joined the Mercer platform for its succession planning and back-office support.
Here's a running list of wealth management events and conferences planning in-person activities in 2021.
Armed with information and generally more socially conscious than previous generations, many of today’s investors are searching for financial advisors who can execute their vision.
The path to citizenship is not an easy process.
