The Kestra-owned RIA acquirer merges the planning firm into KDI Wealth Management, creating a majority woman-led advisor team
Eight in 10 pre-retirees say the US retirement system wasn't built for them and most still haven't planned how to make their money last.
Just over 10% of advisors' wealth clients come from defined contribution plans, as capacity, data and technology gaps block the bridge to wealth
Deal creates a $20B-plus custody platform for private market investing in IRAs, months after Schwab closed its Forge Global purchase
Despite the good times, advisors should tread carefully, said one veteran industry executive.
Gallagher data reveals a huge gap in financial confidence between employees who work with an advisor and those who don't.
PEP assets hit $34bn at year-end 2025 as advisors navigate mandate deadlines and a 48% employer interest rate.
Cullen marks the fourth firm the New York-based RIA aggregator has bought in 2026 as deal volume heads for a record year.
The quality of AI ROI measurement depends on pre-deployment decisions around business outcomes, leadership alignment, and establishing trusted information, among other factors.
A state-by-state analysis of retail investor behavior reveals AI-powered research tools are reshaping how clients approach investment decisions.
LPL picks up $1.1B from Wells Fargo's independent channel as the wirehouse gains a $410M family team from UBS.
Most Americans want to age at home but few have a financial plan to pay for it, according to new research.
Halbert Hargrove senior wealth advisor weighs in on the products' guaranteed income upside, the operational drag and his wish list for carriers.
With 8.6% of advisors set to switch firms in 2026, Cerulli says advisor recruitment hinges on technology, branding and HNW support.
“I’m seeing more disputes like this between advisors and other advisors at the same practice,” said one industry executive.
Longer retirements and steady inflation could drain retiree portfolios before heirs inherit, with 4% net returns running dry by year 34.
A single fintech partner triggered a $68.8M credit hit.
His daughter got 9 million shares "for services" she never performed.
Beth Emswiler and Andrew Borner join as senior managing directors as the private bank widens its push for ultra-high-net-worth clients
Morningstar advisor survey finds admin work, rising client demands are offsetting efficiency gains from greater technology adoption.
