New York City-based wealth manager Steward Partners has acquired Longbridge Wealth Advisors, a firm with $481 million in AUM ...

LPL Financial lost a $380 million AUA team to Cetera, while two RIA aggregators — Arax Investment Partners and Aspen Standard ...

Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their ...

Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are ...

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients ...