EP Wealth Sells Minority Stake to PE Firm Ares Management

Published on September 30, 2025

The employee-owned RIA had assets under management of nearly $40 billion as of Aug. 31.

       
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RIAs Strive for Efficiency With AI: Study

September 30, 2025
Eighty-five percent of advisors polled reported that technology has increased their businesses' efficiency, Federated Hermes finds.      Related StoriesSocial Security Ends Paper Checks$1.1B RBC Team Forms a Private Wealth Group at LPLSchwab: Merrill's 'Corporate Raid' Suit Lacks Evidence

Advisor AI Platform Zocks Integrates Holistiplan Tax Data

September 30, 2025
The firms' partnership seeks to enable advisors to turn every client interaction into a planning opportunity.