Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund ...

The wealth management industry is rapidly embracing advanced technologies like AI, but many firms are finding their data infrastructure isn't ready. Based on the inaugural BetaNXT Data ...

Dealmaking among registered investment advisors hit an all-time in 2024 as interest rate cuts and high valuations spurred mergers and acquisitions, according to consultancy DeVoe & Company.

Savant Wealth Management, a rapidly growing, employee-owned registered investment advisor based in Rockford, Ill., announced this week that it had acquired Capital Directions, an Atlanta-based ...

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

Modera Wealth Management, a registered investment advisor headquartered in Westwood, N.J., with $12.5 billion in assets under management, has acquired Bay Point Wealth, a Maryland-based RIA with ...

Hightower has announced its third deal in the last two weeks, this time investing in Bluerock Wealth Management, an Alpharetta, Ga.-based registered investment investor with $700 million in client ...

Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee ...

Jason Borek of The Pinnacle Group unpacks two of the most pressing challenges facing RIAs today: attracting next-gen talent and driving organic growth. He explores why education—not sales—is ...

Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion ...

Reed Colley, president of Orion Advisor Tech, shares his excitement about the future of AI in wealth management. With a focus on empowering advisors, Reed discussed how Orion’s innovative ...

A Northern California-based firm with about $500 million in assets under management will join Allworth Financial in its ninth acquisition this year, a record annual high for the firm. Ryan Wealth ...