Mercer also expanded in Portland with Thompson Advisory’s $260 million book, while Waverly picks up a $257 million Pennsylvania shop.

Integrity365 has expanded its footprint in the south west through the purchase of a Bristol-based financial planning firm.

Bluespring Wealth Partners ("Bluespring"), a leading acquirer of independent RIAs and hybrid wealth management firms, announced the completion of nine acquisitions in 2025, with several additional ...

CNW/ - Today, Investment Planning Counsel Inc. (IPC), a wholly-owned subsidiary of Canada Life, announced the closing of its ...

Americans with a household income under $100,000 are setting financial resolutions for 2026, with the top resolutions being to save more money and spend less, and financial advisors recommend ...

IAPW’s Adam Elliott says his firm’s independent platform attracts a different type of advisor than Richardson Wealth ...

To learn more or to start planning your financial future, contact Kim Dewar and her team at Odlum Brown by visiting ...

Financial fraud is evolving faster than ever. With the rise of AI-generated voice cloning, hyper-realistic phishing attempts ...

These Canadian bank stocks have paid dividends for decades. The reliability of their payouts makes them compelling income ...

Kingswood U.S., a wealth management and financial services firm with approximately $18 billion in assets under management and over ...

As the year draws to a close, many turn their thoughts to charitable giving. Some donors are driven by tax strategy, while ...

A generation of financial advisors is approaching retirement, yet most of them lack a clear plan for who will take over their ...