Independent advisors and RIAs face tough competition. The biggest wealth management companies in the US set the pace for the industry. They have deep pockets, strong brands, and the latest technology.

Modern Wealth acquires Denver firm Brown and Company, adding $1B in assets and opening its first Colorado office to grow in ...

Perigon Wealth Management (Perigon) is an independent, advisor-led RIA headquartered in San Francisco. The firm manages about $11.2 billion in client assets across more than 20 US offices as of ...

Are you ready to hand over control of your portfolio to artificial intelligence? Fahad Hassan, cofounder and CEO of AI-powered wealth management platform Range, thinks you should seriously consider it ...

Establishes the first publicly traded company with an SEC-registered investment advisor and digital asset wealth management platform enabling on-chain yield, lending, trading and treasury management ...

An interview with Danny Lohrfink, co-founder and Chief Product Officer, Wealth.com Artificial intelligence has a lot of buzz ...

For wealth management professionals, 2024 was a busy year. M&A activity among registered investment advisors set a record.