WealthManagement Edge

While most dismiss nonfungible tokens as speculative, they have profound implications for financial advisors.

Academics at the University of Oregon found that private equity–backed RIAs had a 147% increase in the percentage of their advisors committing misconduct after the takeover.

More than 60% of respondents to a newly-released DeVoe & Company survey expected acquisition activity to continue to climb in 2022, topping 2021's record-breaking year.

MAI Managing Partner Rick Buoncore discusses the deals, as well as his plans to build out new trust services and 401(k) verticals at his firm.

The firm has offices in Chicago and Downers Grove, Ill., serves more than 800 clients around the country, and is the latest example of large, $1 billion-plus RIAs coming into the market as acquisition targets.

The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.

After a long hiatus, Dr. Mark Evans, the creator of NaviPlan, is introducing Conquest Planning. A planned U.S. deployment comes later this year.

Deciding what to charge when starting out or as an advisor re-evaluating your pricing can be difficult; here are some things to consider.

Sterling Wealth Group, which manages about $390 million in client assets, will join JFC Financial Network, an OSJ of LPL, following a year of due diligence.