Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its ...

Report shines a spotlight on preeminent firms and advisory practices who go above and beyond as financial stewards for their ...

This year’s list includes women who are running some of the largest wealth management operations in the country.

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes ...

Ameriprise Financial reported an 8% rise in first-quarter profit on Thursday, buoyed by the strength in its wealth management business.

The creation of knowledge is expensive, only for Congress to continue writing taxes as though the creation of knowledge is a ...

Since 2013, Wealth Enhancement has grown from 11 branches to more than 130 locations with 1,500 employees nationwide to become the fifth-largest wealth management firm in the U.S. with $107 ...

The CEO pay of the largest publicly traded wealth management firms may not carry much weight for financial advisors, but it represents a barometer of the industry's bottom line. "It is probably ...