FMG’s acquisition of Twenty Over Ten gave it a brand crusader.

The findings from an investigation by the law firm Dechert showed how the disgraced adviser’s knowledge of the tax system and skill managing the affairs of the ultra-rich helped Black save at least $1 billion, and potentially more than $2 billion.

UBS finished off the year strongly, with fourth-quarter net income of $1.7 billion that beat analyst estimates.

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.