Mid- & Small-Cap ETFs Tracking S&P DJI Indices Trail Their Peer Index Funds in 2025 YTD Comparing the relative performance of several popular mid- and small-cap ETFs.

Trusts & Estates: July/August 2025 Digital Edition Features on Estate Planning & Taxation and Fiduciary Professions ...

Deals & Moves: Motley Fool Hires Financial Planning Lead; AlphaCore Names Investment Strategist In other people moves, Franklin Templeton bolsters OCIO push with longtime Mercer investment leader ...

Discover investment alternatives beyond US equities as Luke Oliver, Head of Strategy at KraneShares, shares insights on navigating market volatility, inflation concerns, and diversification ...

Bill Dalton, Head of RIA Custody Sales at Goldman Sachs, discusses their transformative custody business, boutique services for high-net-worth clients, innovative solutions for advisors including ...

Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014 ...

In this week’s advisor deals and moves, Carson Wealth snags a $608M firm, RIA holding company Aspen acquires its third firm, and a $580M RIA joins Sanctuary’s independent partner channel.