Eight of the 11 acquisitions Captrust did last year involved wealth management firms, a trend that Rush Benton says will continue.
Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.
Lindsey Swanson leverages search engine optimization and 'in your face' messaging to develop an advisory niche among the 'stigmatized' world of adult entertainers.
As firms chase scale with bigger and bigger deals, RIA sellers are enjoying the ride of record-level valuations.
Inspire Advisors recruits a $250 million duo from Financial Engines with promise that it will never require vaccines.
The deal, which closed Dec. 31, includes the acquisition of Trust Company of Illinois, which is a subsidiary of Chicago-based TC Wealth.
The $137 billion bond shop has filed to launch two ETFs, one of which is similar to a strategy it already subadvises for State Street.
Market watchers temper expectations for equity performance this year, but say risk assets still trump bonds.
With simulations showing extreme projected portfolio outcomes, some financial advisers won't even use Monte Carlo modeling for their younger clients for fear of looking silly.
As investing becomes increasingly political, investors will have to balance good feelings against good performance.
