WealthManagement Edge

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

Warburg Pincus will remain majority owner of the recapitalized Kestra Holdings.

Retired CEO of Pershing Advisor Solutions Mark Tibergien on what it will take for growing RIAs to thrive as consolidation shapes the future of wealth management.

WEG's latest acquisition brings its total client assets to more than $57.3 billion.

The wealth management industry's approach to technology diminishes the value of comprehensive AI-enabled solutions.

The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to help startup employees plan around option-rich, but cash-poor, wealth.