Trump administration tariffs on Mexico and Canada shocked the market, but advisors remained nonplussed at least for now.

Denver-based Mercer Global Advisors announces acquisition of Financial Partners Group, expanding its presence in Nashville ...

The giant national RIAs are kicking off their 2025 respective deal calendars, with EP Wealth making a landmark expansion in ...

Aside from the list above, the best financial advisor companies include The Vanguard Group and Fidelity Investments. Look to your community for leaders in your area or select SmartAsset ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

Following similar moves by other large firms, Raymond James says quarterly advisor counts aren’t the most meaningful measure ...

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

BMO has announced the addition of three new financial advisors to BMO U.S. Wealth Management, based in Los Angeles and ...

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Financial Partners Group ("FPG"), an investment advisory and ...

David Wahlen will seek out potential new deals and help the leadership smooth the onboarding process for advisory firms.