WealthManagement Edge

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.

The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.

The OSJ is leaving the Raymond James platform to form a hybrid RIA with greater flexibility and access to more resources, Concurrent says.

$1.2B FourThought Private Wealth joins Focus in Florida, Ancora Holdings Acquires Alpha Insurance in Ohio.