Envestnet, which went private in a sale to Bain Capital last year, announced plans to sell Yodlee, the financial data aggregation subsidiary, to STG, a Menlo Park, Calif.-based private equity firm.

In addition, Carson Group fully acquires a Florida-based partner firm, and Arbor Financial adds an advisor who had managed $600 million at Advisors Capital Management.

Markets are facing a fresh round of uncertainty with the United States striking Iranian targets over the weekend and Iran retaliating by firing missiles at a U.S. base in Qatar. Questions loom about ...

Commonwealth Financial Network, which penned a deal in March to be acquired by LPL Financial, has added Patrick Funke & Associates, a Phoenix-based team with about $430 million in client assets. The ...

Wealthfront is signaling to regulators that it intends to go public, according to the firm. The company announced Monday that it had confidentially submitted a draft form S-1 to the Securities and ...

Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues ...

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

In more deals and moves in the wealth management industry, Cetera’s RIA TRPG brings on three advisors overseeing $180M, while LPL picks up an advisor overseeing $250M with Raymond James.

EP Wealth Adds $660M Bay Area RIA. Torrance, Calif.-based EP Wealth Advisors has added a $660 million registered investment advisor in its home state with the acquisition of Peninsula Wealth.

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 ...

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 ...

In 2025, hobbyists, investors and passion collectors appear as enthusiastic as ever to build expansive collections of high value collectible property. From coins to sports memorabilia to handbags ...