Public REITs delivered 12.4% FFO growth in Q2 while maintaining solid balance sheets and outperforming broader equity markets ...

Vanguard's $4.3 billion Altruist acquisition raises questions about whether it will partner with or compete against advisors ...

Investment news for financial advisors about using AI agents for investing, oil ETFs, risks in private credit and recovery in ...

The agency argues the rule suppresses political speech, though critics say it prevents corruption in government client ...

In other M&A news, acquisitive RIAs Wealth Enhancement, Maridea, and Summit Wealth add firms ranging from Alaska to ...

Cyndeo Wealth lands a growth officer from Dynasty; Merit hires its first CTO; employee-owned Coldstream adds two to ...

Schwab now requires $10 million in assets for tax-aware long-short accounts, up from $1 million, amid growth concerns ...

One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached a scale where it needed a CEO to oversee ...

Vanguard CEO Sam Ramji is pushing Vanguard further into advice with Altruist, but the hill may be steep to upend legacy ...

A team that works with some of the Knicks players also has a more unique asset: Matt Kennedy, a 6-foot-2 Villanova University ...

AI enables wealth managers to proactively address client concerns before they arise, creating memorable experiences ...

Blue Owl Capital seeks to create and take public a data center REIT seeded with $6.5 billion of its own assets ...