Wealth.com today announced an agreement with Dynasty to embed Wealth.com’s AI-powered estate and tax intelligence directly within the Dynasty Desktop ...

Their long experience as financial planners allowed Keith Wetjen and Peter Pabich to recognize that something different was happening. The effort to protect and pass on wealth to the next generation ...

Meanwhile, estate planning tech platform Vanilla and TaxStatus, the IRS-sourced data provider, have inked timely fintech tie-ups for advisors in the thick of tax season.

InvestmentNews list recognizes the nation's top-performing wealth management firms setting a benchmark for excellence in the industry To qualify, firms were required to manage a minimum of $1 billion ...

Meanwhile, Carson announces a milestone acquisition in New Hampshire, while fee-only RIA Savant plants its third stake in ...

The Minneapolis-based RIA’s CFO, COO, and head of corporate development have exited amid a growth push by the RIA.

OneVest debuts its agentic wealth operating system and forms strategic partnership with Merit Financial Advisors ...

Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This team has paid to receive expanded profile features. Securities, ...

CHICAGO, Jan. 14, 2026 /PRNewswire/ -- Burling Wealth Partners, an independent Registered Investment Advisor, announced today that it has surpassed $1 billion in client assets under management as of ...

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of independent RIAs and hybrid wealth management firms, today announced the acquisition of Halcyon Wealth ...

Great Hill Partners has made a minority investment in Mission Wealth, a Santa Barbara, California-based wealth management firm. No financial terms were disclosed. The investment will be used to fuel ...