Irene Huhulea is an editor and an expert on financial advisor practice management. Irene has over five years of experience writing about personal finance, technology, and careers. She received her ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.

In wealth management, the gravitational pull toward RIAs hasn't slowed down. Advisors continue to peel away from wirehouses and brokerage firms in favor of the independence, flexibility and ...

Envestnet is the largest turnkey asset management program (TAMP) provider in the US, with about $666 billion in assets under management, according to Aranca's latest TAMP landscape report. The ...

Amid a flurry of RIA deal announcements coming out of the Thanksgiving holiday break, the CEO of sell-side M&A consultancy Alaris Acquisitions warns that the activity could be a precursor to a ...