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 ...

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

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

KBC Group NV grew its holdings in shares of First Financial Bankshares, Inc. (NASDAQ:FFIN – Free Report) by 50.5% during the fourth quarter, according to its most recent filing with the Securities and ...

Alternative asset managers continue to make inroads with financial advisors who work at broker-dealers and registered ...

Horne, Certified Financial Fiduciary and CEO of Transition Advisor Group, joined us in the studio this morning to share details on a Retirement Toolkit that Transition Advisor Group is now ...

The Zurich-based bank is in the midst of overhauling its U.S. wealth business with a greater priority on mass affluent clients and lower costs.

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

A group of sustainable finance experts tasked with advising the European Union have proposed changes to the bloc's rules for ...

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 ...

Forbes 2025 Best-In-State Wealth Management Teams list was released in January, and 99 Massachusetts wealth advisory groups ...

Amcor (NYSE:AMCR – Get Free Report) was upgraded by investment analysts at Jefferies Financial Group from a “hold” rating to ...