Wealth Management M&A Dips Slightly in Q2
The second quarter decline mimics similar drops in 2020 and 2022, even as the industry went on to strong dealmaking...
Tag: AUM
401(k) Plan Fees Continue Decline on CITs, Lower-Cost Funds
Participants enjoyed lower fees within retirement investments in 2022, due largely to shifts by defined contribution vehicles, rather than from...
Independent RIAs’ AUM Grew 16.2% in 2017
The median firm increased its client base by 4.8% last year, up from 3.6% the year before.