DACFP is the premier crypto education company established by Ric Edelman, founder of the nation's largest RIA and frequent winner of industry surveys.
The independent wealth management industry has grown significantly over the past decade and many financial advisors think it will continue to grow.
Addepar’s innovative software and data platform for wealth and investment managers is a proven leader in the space, with more than 800 clients.
Mariner Wealth Advisors Enhances Executive Services Capabilities with Acquisition of Hayes Financial, Inc.
Mariner Wealth Advisors announced it will acquire San Jose, CA based Hayes Financial, Inc. Mariner's eighth deal to close in 2022.
Barron’s Names Edelman Financial Engines America’s Top Independent Registered Investment Advisor for the Fifth Consecutive Year
Barron’s ranked RIAs based on a variety of qualitative and quantitative criteria, including assets under management and client retention.
Mercer Advisors Acquires Jordan Financial Strategies, LLC, Expanding Mercer Advisors' Denver Presence
Mercer Advisors announced the acquisition of Jordan Financial Strategies, LLC. Jordan, a respected wealth management firm located in Denver, Colorado.