Wealth Management EDGE moved to a new venue this year, the Boca Raton Resort, in Boca Raton, Fla. Day 1 kicked off on Tuesday with a first-ever golf tournament and proceeded to include a full ...

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Features on Estate Planning & Taxation, International Practice, and Fiduciary Professions ...

The Mather Group, a Chicago-based registered investment advisor with $14 billion under management and advisement, has acquired a $200 million AUM RIA in Walnut Creek, Calif.—Mather’s fourth in ...

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund ...

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Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee ...

Trust laws have been changed in recent years to add many flexible and progressive statutes, creating the ability to have directed trusts, long-term or dynasty trusts, self-settled asset protection ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...

Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3 ...

Join us on February 26th for the Estate & Tax Planning Summit—a premier virtual summit designed to empower advisors and leaders with actionable insights and cutting-edge strategies. This dynamic ...