news

5 actions to take now ahead of a possible recession

Deals & Moves: EP Wealth, F.L.Putnam Continue Acquisition Sprees

‘Stagflation’ Is One of Wall Street’s Biggest Nightmares. How to Prepare for the Worst.

S&P 500 Gets Late-Day Boost at End of Wild Month: Markets Wrap

Betterment Pitches Solo 401(k)s to RIAs

Deals & Recruiting Roundup: EP Wealth, Creative Planning, Dynasty And More

These Successful Financial Advisors Had Surprising First Careers

Watch CNBC’s full interview with RBC’s Frances Donald and EP Wealth’s Adam Phillips

EP Wealth Advisors Managing...

Criterion Capital Advisors acquired by West Coast firm

EP Wealth Starts 2025 with $500M Nashville Acquisition

EP Wealth Advisors announces new...

EP Wealth Advisors Expands Presence in Colorado with the Acquisition of Denver-Based The Holben Group, LLC

EP Wealth Advisors Debuts in Music City with Acquisition of Nashville-Based Criterion Capital Advisors, LLC

Mercer Advisors, EP Wealth unveil Nashville partnerships

Tax Pro Returns to EP Wealth in New Role

New Edge Wealth, EP Wealth announce managing director hires

EP Wealth brings back estate planning head in exec role

Trump Unleashes Surprise Global Rally by Backing Off Key Promise

Market volatility to remain due to uncertainty over Trump’s trade and immigration policies

Amid Wildfires, Advisors Do ‘Double Duty,’ Helping Clients While Managing Threats to Their Firms

EP Wealth Buys $1.6B RIA in Michigan

Brighton-headquartered wealth management firm bought by national company

EP Wealth Acquires $1.6B Michigan Firm

EP Wealth Advisors Expands National Presence Through Acquisition of Executive Wealth Management, LLC

10 financial advisers on their No. 1 piece of money advice for 2025

EP Wealth Advisors Expands National Presence Through Acquisition of Executive Wealth Management, LLC

EP Wealth Buys $1.6 Billion Michigan RIA, Boosting Midwest Footprint

EP Wealth makes Midwestern splash with $1.6B Executive Wealth Management

EP Wealth Buys $1.6 Billion Michigan RIA, Boosting Midwest Footprint

EP Wealth hits $31bn after biggest RIA buy yet

The RIA Perspective on private wealth

The top fee-only RIAs ranked by AUM in 2024

Giving Thanks For Thought Leaders, And How You Can Become One

Deals & Recruiting Roundup: CAPTRUST, Integrated Partners, Miracle Mile And More

Expanding the Impact of Financial Planning with Erin Voisin

Initial jobless claims, taxes on crypto: Wealth

FAFSA rollout for 2025-2026 starts Dec. 1: What you need to know

Veteran RIA and Financial Services Leader Jorge Bernal Joins EP Wealth As Chief Operating Officer

Souring S&P 500 Profit Outlook a Bad Sign for Stock Market Rally

Deals & Recruiting Roundup: B. Riley, Emigrant, Wilmington Trust, Rockefeller And More

Wall Street’s Higher-for-Longer Rate Brigade Plunges Into Loans

Keep a broader perspective post U.S. elections and make bets on the margins: Strategist

Southlake-based Riley Private Client now EP Wealth Advisors after merger

EP Wealth hires ex-SageView, United Capital exec as COO

How advisors, RIA execs and finance experts are reacting to 2024’s election results

EP Wealth buys 2 RIAs managing a combined $240m

EP Wealth Advisors Announces Acquisition of Gather Financial Planning and Riley Private Client, LLC

$28.9B EP Wealth extends 2024 deal count with twin acquisitions

5 Steps to Prepare for Post-Election Tax Changes

What Could Investors Expect After the Election?

Stock Market Volatility Is Rising: Here’s Where Pros Are Trimming Their Positions

Medicare enrollment's here, with major changes. What to mull when choosing a 2025 plan

EP Wealth Is On A Buying Spree

Sectors UpClose: Chip stocks' bumpy start to earnings season

$26bn EP Wealth strikes partnership with alts platform Opto

Hurricane Helene: Advisors should be the "voice of support and reason"

EP Wealth Advisors Continues National Expansion With Acquisition of Atlanta-Based CornerCap Investment Counsel

EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm

EP Wealth gets $1.1B AUM boost in latest acquisition

EP Wealth buys $1.1bn Atlanta RIA

EP Wealth Buys $1.1 Billion RIA in Fourth Acquisition This Year

Barron's Top 100 RIA Firms 2024

Deals & Recruiting Roundup: Rise Growth, CW Advisors, EP Wealth, Stifel And More

The Fed cuts have done their job, says EP Wealth’s Adam Phillips

$26B EP Wealth Hires First Chief People Officer

EP Wealth names Megan Glover to inaugural C-suite role

EP Wealth Advisors Announces Appointment of Experienced Leader Megan Glover as Chief People Officer

Stocks Rise After Fed Minutes Signal September Rate Cut

Understanding and Avoiding Lifestyle Creep: Tips and Strategies

The do’s and don’ts of talking to clients

EP Wealth Acquires Dallas Firm

4 ways to retain your client’s high net worth children

EP Wealth Advisors’ Parker On Growing Organically And Inorganically

EP Wealth Buys $700M RIA in Texas

EP Wealth appoints chief people officer

EP Wealth Buys $700M RIA In Dallas

EP Wealth scoops $700M Texas practice

EP Wealth buys $700m Dallas RIA

Investors should be focused on U.S. debt -advisor

Wall St. ends slightly up ahead of inflation data

'You're pricing in absolute perfection': Top strategists warn that a market correction is around the corner — and share a 10-part investing playbook for a swift rebound

How Excelling at Sports Empowered These Advisors

Custodial Referral Programs: Organic Growth or Not?

These consumer stocks are struggling. What it says about the market and U.S. households.

Financial Advisors’ Best Advice for LGBTQ Couples

Move Over, Stocks. Why Bonds Could Shine This Summer.

Why U.S. stocks are no longer in a 'Goldilocks' setup ahead of Friday's jobs report, says this analyst

Behind the Markets Podcast: Adam Phillips

Wall Street Scans for Potential Volatility After Trump Verdict

Stocks Drop Despite Nvidia’s Big Rally

Wall Street’s Risk Appetite Stays Strong Despite High Rates

Dow hits 40,000 mark for the first time amid session highs

How Advisors And RIAs Can Overcome Current Challenges

Fed Holds Rates Steady at 23-Year High: What the Experts Are Saying

That Tax Refund You Got? Here’s What Money Pros Would Do With It.

$23bn EP Wealth adds ex-RBC advisors to boost sports division

EP Wealth scores sports-focused advisors from RBC

EP Wealth Advisors adds two new...

Exclusive: EP Wealth buys $1.2bn California RIA

EP Wealth Advisors announces its...

Women’s Most Overlooked Issue

After a dementia diagnosis, these 3 questions can help ease money worries

RIA industry is slow to ‘capture more clients,’ EP Wealth CEO says

Rollout of Financial Aid Revamp Leaves Students in the Lurch

Powell in a ‘Delicate Dance’ With Wall Street as Markets Heat Up

What do Powell's comments on rate cuts mean for Americans?

U.S. stocks due for a pullback -strategist

Nasdaq Approaches Its Record High

Nasdaq Falls for Third Straight Session Ahead of Nvidia Earnings

You’re Selling Your Business. 6 Common Mistakes, From Money Pros.

Where Are All the Young Advisors? How One Firm Is Finding the Next Generation.

Six Years After Volmageddon, Volatility Fears Resurface in US Stocks

RIA Roundup: NewEdge Advisors, NewEdge Wealth Add Teams in Connecticut, Atlanta

How Baby Boomers Stay Free of Credit Card Debt

Into The Chair, Tales from Chief Compliance Officers: Mario Chilin on Winning Compliance Officer of The Year

Dow rises 170 points, S&P 500 closes shy of record high ahead of inflation report

LNL: 40% of student loan borrowers miss first payments after they resume

New sectors to consider as deflation ramps up: Strategist

20 Books Loved by Industry Execs

I lost a lot of money when my first marriage ended in divorce. Should I get a prenup before marrying again?

Top Regional Fee-Only RIAs 2023

RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape

Billions Wiped Out as Stock-Safety Trade on Wall Street Misfires

25 tax tips for RIA M&A deals and other small business sales

Kimberly Palmer: Taking these financial steps could help post-divorce recovery

Debunking Financial Myths And Deepening Understanding

Adam Phillips discusses inflation and interest rates

Who's Moving Where In Wealth Management? – BNY Mellon Wealth Management, EP Wealth Advisors

RIA People Roundup: EP Wealth Advisors Taps Kyle Miller to Lead M&A

Exclusive: $19.5bn EP Wealth hires new top dealmaker

CEO Ryan Parker on Current RIA Industry Trends

8 Trends in Retirement Income Planning

Treasury yields are surging. Here's what history says might come next for the bond market.

Treasury yields are surging. Here's what history says might come next for the bond market.

These are the 20 largest fee-only RIAs, ranked by AUM

$21.4bn EP Wealth buys Utah firm in first deal of 2024

EP Wealth Advisors announces its...

EP Wealth buys RIAs in California, Arizona

As EP Continues to grow with its...

The bond market meltdown is going to get worse before it gets better

Wall St. rallies after strong U.S. jobs report

Steer clear of financials, 'uphill climb' ahead: Strategist

Best of Orange County 2023: EP Wealth Advisors - Best wealth adviser

Stocks Sink Most in Six Months After Recent Runup in Treasury Yields

2023 Top 100 RIA Firms

Warn Wealthy Clients Against Flimsy Asset Lists in Estate Plans

No Near-Term Bullishness With A Fatigued Market

Social Security benefits for divorced or widowed spouses

This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell Assets

Stocks little changed as investors parse inflation data

U.S. Downgrade Sparks Selloff in Stocks and Bonds

S&P 500 slips to kick off August, Dow notches small gain after touching highest level in over a year: Live updates

S&P 500 Profits Get a Lift From the Crack in King Dollar’s Reign

Wall Street suddenly appears confident America will avoid a recession

Phillips: The Fed’s path forward doesn’t pay for us to be ultra bullish

Markets Hope for Decisive China Changes. Are They?

What Is an RIA? With Derek Holman, Co-Founder of EP Wealth

Changes Are Coming to College Financial Aid. The Sibling Discount Is Going Away.

Episode 126: Creating a Mindful Practice and Attracting Your Ideal Client

Avoid these 5 money red flags if you want to grow your wealth

Stock Market Short Sellers That Helped Fuel This Year’s Rally Are Finally Giving Up

I’m a Financial Planning Expert: Make These 5 Moves If Your Retirement Accounts Haven’t Grown

Embracing AI: No Fear of the New Tech

The Healthy Advisor: Living With Cancer With Lynn Ballou

Firm Shuffles Its Leadership

Stock market winners in 2023 are last year's losers

You've Got College Savings Questions. We've Got Answers.

Derek Holman on the M&A landscape in 2023

What Wall Street Is Saying About the Fed Rate Decision

My husband says he might want a divorce, and I'm worried he'll take half my savings. What do I do?

Solving a mystery for a Seattle-area couple: Where does our money go?

EP Wealth buys billion-dollar firm in second deal of the year

Social Security 2023: 5 Things Millennials Should Be Focusing on for Retirement

Stock-market investors should play defense as recession looks likely, portfolio managers say

My divorce left me with $60,000 in debt, a mortgage, and minimal child support — where do I start?

New EP Wealth Scholarship Honors Trailblazing Advisor

5 Ways To Save More Money on Meat

Wall Street’s Favorite Trade Hammered in Bank Stock Meltdown

Spender vs. Saver: Which Financial Personality Are You?

Working from home? Only few can file home office tax deductions. Here's how it works.

The Market’s Breadth Is Improving as More Stocks Join Rally

6 Steps Women Can Take Toward Their Financial Goals in 2023

The More Powell Spoke, the More Stock and Bond Markets Rallied

Biggest Ever Bear-Market Bounces Create Unending Pain for Shorts

Stocks Fall as China’s Reopening Remains in Focus

As Your Practice Grows, Leave Egos at the Door, Execs Advise

Fed Hikes Interest Rates Yet Again in Effort to Curb Inflation

‘In Sickness and in Health’ Shouldn’t End with Divorce

Smart Strategies for Couples Who Run a Business Together

$15.1bn EP Wealth Shakes Up C-suite

The Economy's Role In President Biden's State Of The Union Address

Looking To Build Wealth? Here Are Some of the Best Ways To Invest Your Money

Competition, Consolidation Heats Up Among Wealth Advisors

Competition, Consolidation Heats Up Among Wealth Advisors