News

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.

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.