Strategic wealth management is about creating a financial planning strategy for achieving your goals. This strategy doesn’t depend on how much money you have.

Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

A surge in investor activity late last year and market appreciation boosted Morgan Stanley Wealth Management’s total client ...

Merrill clients and advisors expanded on their continued interest in alternative investments while Morgan Stanley’s net ...

JECohen, a New Orleans-based registered investment advisory firm, has expanded its operations to Charlotte. That marks a ...

Explore essential strategies for protecting your family's wealth, including insurance, cybersecurity and estate planning.

In June, Focus shifted Connectus Wealth Advisers’ U.S.-based business lines into The Colony Group and Kovitz Investment Group ...

Wealth Enhancement, a national independent wealth management firm with over $103.2 billion in client assets, has announced the acquisition of VanceGray Wealth Management, Inc., an independent RIA with ...

The VanceGray partnership announcement is just the latest in a series of delayed reveals of December deals from Wealth ...

Focus has been consolidating some of its partner firms since it was taken private by the private-equity firm Clayton, ...