Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion ...

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

The annuity marketplace has long been seen as complex and opaque—but that’s changing. In this video, Morgan Christiansen of The Pinnacle Group explores how RIAs can now access transparent ...

Jason Borek of The Pinnacle Group unpacks two of the most pressing challenges facing RIAs today: attracting next-gen talent and driving organic growth. He explores why education—not sales—is ...

Trust laws have been changed in recent years to add many flexible and progressive statutes, creating the ability to have directed trusts, long-term or dynasty trusts, self-settled asset protection ...

Reed Colley, president of Orion Advisor Tech, shares his excitement about the future of AI in wealth management. With a focus on empowering advisors, Reed discussed how Orion’s innovative ...

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the ...