The acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis ...

Chapel & Collins manages about $675m in assets, and Waypoint Capital Advisors manages nearly $1bn in assets for UHNW.

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

The annual fee, which doesn’t include expenses charged by mutual funds and ETFs, is in line with what other robo-advisors ...

Diversified Capital’s advisors include certified financial planners William Kriesel and Kevin Visconti, and George Nardone, ChFC, the press release said. The team previously was part of Cadaret Grant, ...

Optimize your tax strategy with these top tax-loss harvesting tips. Learn how to offset capital gains, reduce taxable income, ...

No. 2: Can I minimize my capital gains tax liability for the year? According to Jeff DeLarme, CFA, CFP, and president of ...

West Chester Capital Advisors, Inc., the registered investment advisor of AmeriServ Financial Bank, announced today that it has changed its name to AmeriServ Wealth Advisors, Inc. The name change ...

Two former leaders of Corient Capital Partners are launching a new registered investment advisor in Newport Beach, Calif., ...