Even the most technically flawless financial plan can fail—because markets aren’t the real wildcard. Behavior is. As growth pressures rise, advisors are rethinking traditional planning models to better reflect how clients actually make financial decisions.
Also, Raymond James onboards another Commonwealth team in Wisconsin, while an experienced duo from Ameriprise hops to LPL.
LIMRA data show 2025 annuity sales topping $460 billion as RILAs, FIAs, and fixed-rate deferred products drive growth.
Altruist’s Hazel AI platform may have sent shockwaves through the industry this week, but fintechs say face-to-face interactions with advisors remain key.
US asset manager buying the UK-based firm is one of the largest cross-border deals in active asset management in recent years.
CEOs anticipate solid revenue, profitability and productivity gains for 2026 with AI returns outpacing forecasts.
Robinhood is bundling tax, estate planning and CFP support through third-party providers Vanilla and Taxfyle. "It’s a great strategic offering to start to change the mindset of Robinhood being a no service and cheap free platform," said one financial advisor.
Analysis points to historically large peacetime deficits and debt levels, raising new questions for advisors about retirement income security and future policy changes.
Financial advisors, however, are sitting pretty in the AI maelstrom.
The AI-powered upgrade aims to create a transaction-focused hub for dealmaking, recruiting, and succession planning among wealth and financial advisory firms.
Despite historical evidence against wealth flight concerns, the Meta CEO is joining a growing list of tech titans exiting for Florida's luxury market.
Also, Mercer Advisors taps an LPL alum to lead the evolution of its investment platform, while Mission Wealth extends its footprint in Colorado.
New survey reveals over half of women 50+ feel less secure financially than a year ago.
The world's biggest YouTube star is entering financial services as data shows that Americans under age 30 are more likely to get financial advice from social media than from finance professionals.
Strong deposits, asset growth, and product breadth position platform for continued scale in 2026.
New data integration gives advisors standardized views of private equity, credit, and real assets performance amid growing demand for private markets exposures.
The latest move at Carson Wealth formalizes a long-running partnership with Brent Pine’s Arizona team and locks in a next-gen path for clients and advisors.
Beginning in 2021, Lisa Boisselle and her firm Wealthwise solicited clients to invest in two crypto asset-related programs, according to Arizona regulators.
Active listening is the foundation for generating better outcomes
Osaic has also gained ground in St. Louis with a veteran pair from Stifel, while the Hightower-aligned Bahnsen Group gets a foothold in Silicon Valley.
