Mesirow, an independent, employee-owned financial services firm, today announced that the firm has been ranked #12 on Crain's ...

Shaun Hauser is the founder and CEO of Wellington-Altus Financial, the parent company of Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, Wellington-Altus Group ...

Independent advisors and RIAs face tough competition. The biggest wealth management companies in the US set the pace for the industry. They have deep pockets, strong brands, and the latest technology.

Independent Financial Group, LLC (IFG) – a privately held independent wealth management provider supporting more than 600 financial professionals across more than 400 locations nationwide – today ...

The MarketWatch News Department was not involved in the creation of this content. New structure allows Seven Bridges to provide enhanced client experience through access to additional wealth ...

Moss Adams Wealth Advisors, the wealth division of accounting firm Moss Adams that last year combined with Baker Tilly, has ...

Evermore Private Wealth opens in Burlington, Ontario, offering independent financial planning and unbiased asset ...

The latest study tracking financial advisor movement from research firm Cerulli Associates suggests that employee brokerages ...

Threadline Wealth will launch in May as an independent wealth manager operating across the West Coast.

The acquisition of Maseco in London marks Creative Planning’s second deal for a foreign firm.

As the RIA M&A frenzy continues, firms in the $250 million to $500 million asset range feel pressure to sell, but holdouts remain.