Foundation Source, a provider of cloud-based philanthropy technology, has acquired Vennfi, another philtech provider, which ...

Sanctuary announced several new capabilities at its Oasis conference in Hollywood, Fla., as it continues to integrate the tru ...

John Hardin will join the UBS in Miami with Integra Partners, a private wealth team with more than $7 billion AUM. Senior ...

Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to ...

The bulk of the tax-managed SMA assets are dedicated to direct indexing, which allows for individually tailored tax ...

The performance of financial markets, particularly equities, doesn’t hinge on who is sitting in the Oval Office.

Yet, when it comes to deciding between monetizing through a recruiting deal now or making the leap to independence, many ...

Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors ...

Berta Aldrich will fill the newly created role, while David Robbins will become the director of enterprise RIA relationship ...

Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new ...

Jennifer Richardson, who started working as a consultant for the Forge Community almost a decade ago before becoming its head ...

Vanilla’s latest announcement follows $30million in funding secured by estate planning platform competitor Wealth.com in ...