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. Mutual fund ...

Wells Fargo continues its push to bring advisors to its independent contractor channel with an 11-person advisor team based in Indianapolis that has broken away from Ameriprise. Managing partners ...

Marshberry, an Ohio-based M&A consultancy active in the insurance and wealth management sectors, is slated to become part of investment bank and advisory Lincoln International. Chicago-based Lincoln ...

Alternative investment platform iCapital formed a strategic partnership and announced an investment in Tangible Markets Ltd., a firm that focuses on providing liquidity for private market investments, ...

An Ohio federal court has dismissed a complaint brought by mega-RIA Mariner Wealth Advisor against upstart Savvy Advisors for allegations of poaching advisors without “regard to contractual obligation ...