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 ...

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.

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 ...

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 ...

Brian Ullsperger, managing director at Andersen, emphasizes a “high-tech, high-touch” strategy to client engagement—leveraging digital tools like portals, email, and text alongside personal ...

Anuj Gupta, principal director of sales engineering at Envestnet, explains how their Unified Managed Account (UMA) solution is transforming wealth management. By incorporating alternative ...

In this video, Andrew Stavaridis, chief relationship officer with Envestnet, explains how the company is implementing advanced direct indexing capabilities and enhanced tax overlay features while ...

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 ...

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 ...