Deal count fell 9% in the first half of 2026, but RIA M&A sale assets jumped 88% as larger firms draw more buyers.
By Andrew CohenThe new AI feature generates instant client portfolio talking points, slashing meeting prep time for advisors.
As Citizens expands its advisory footprint, the bank is also going after wealth trapped inside business ownership
The Forbes rankings are highly sought after by some advisors and firms for marketing purposes.
Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.
KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.
Inflation held stubbornly above target just as the Fed chair prepares to signal his next move — a combination that has advisors bracing for volatility.
Andree Mohr says a lack of CPA partnerships leaves many advisors unable to deliver the complex tax advice clients need.
MacLellan Bickle Wealth Partners serves HNW and UHNW individuals, families and business owners.
New CFA Institute research calls for tougher valuation rules and suitability standards as private credit funds court wealth management clients.
Why MassMutual’s Kelli Stanko believes technology makes human connection more valuable
Redefining what advisors should expect from their partner firm Osaic’s Shannon Reid on putting scale to work for advisors.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
Edward Massaro, CEO and chief investment officer at Knighthead Insurance Group, sits down with InvestmentNews anchor Gregg Greenberg to recount the company’s successful introduction as a new insurance carrier, as well as discuss its annuity rollout strategy.
Sirion Skulpone, global head of client portfolio management for quantitative equity solutions at Goldman Sachs Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the huge spike in demand for derivative income ETFs, as well as discuss how they will perform in volatile markets.
Kevin Gordon, head of macro research and strategy at the Schwab Center for Financial Research, sits down with InvestmentNews anchor Gregg Greenberg to highlight his outlook for the economy and stocks heading into the end of 2026.
David Sand, chief impact strategist at Community Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors can find profits in affordable housing.
John Kim, CEO of Reckoner Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the spike in interest in CLO ETFs, as well as their place in client portfolios.
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