Irene Huhulea is an editor and an expert on financial advisor practice management. Irene has over five years of experience writing about personal finance, technology, and careers. She received her ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.

The M&A announcements are coming fast and furious to round out a very busy 2025. Those were just some of the deals booked this week. Below are more notable ones across the financial advice industry.

In wealth management, the gravitational pull toward RIAs hasn't slowed down. Advisors continue to peel away from wirehouses and brokerage firms in favor of the independence, flexibility and ...

A decade of nonstop RIA acquisitions has reshaped the industry, but the big lesson isn’t simply deal volume. A new white paper from WisdomTree, with data and insights delivered by RIA Catalyst and The ...

It should come as no surprise that registered investment advisors acquiring other firms have attained greater scale, as measured by assets under management, compared to those sitting on the sidelines ...