The RIA Edge list for 2025, presented by WealthManagement.com and Discovery Data.

Feature on Estate Planning & TaxationTrusts & Estates: April 2025 Digital Edition Feature on Estate Planning & Taxation ...

2025 Outlook Q&A: The Evolution of AI in Wealth Management Our tech columnist catches up with Haik Sahakyan, co-founder and CEO of ARQA.

WealthManagement.com Industry Awards 2025: Top Tips for Submitting a Winning Nomination Thursday, February 20, 2025 | 1:00 PM ET ...

The Market Outlook features industry outlooks, market forecasts, educational content, and best practice ideas—all tailored to help financial advisors plan and succeed in the year ahead.

This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities.

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. Black Diamond will deeply integrate with Morningstar’s new ...

Feature on International PracticeTrusts & Estates: May 2025 Digital Edition Feature on International Practice ...

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

The more than $50 million investment in Bleakley will help the hybrid RIA launch an equity ownership program for its advisors and enter the M&A game.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.