Merit president Kay Lynn Mayhue told InvestmentNews that Chicago will scale into “a $10 billion city within short order,” as ex-Commonwealth team Blueprint Wealth Advisors starts its Windy City presence.
Squires said 2025 underscored the resilience of financial advisors and the philanthropic core of the industry, including his own role at the nonprofit Invest in Others.
Client loyalty, next-gen relationships, and organic AUM growth are increasingly driven by a single factor: helping families protect and transfer their wealth, says Gene Farrell, CEO of Vanilla.
Move over Dave Ramsey. Here come Kingdom Advisors.
With 2024 fraud losses topping $29 billion among older adults, the partnership reflects growing urgency to detect AI fraud and elder financial exploitation.
Fidelity finds average 401(k), IRA and 403(b) balances all hit new highs in Q3, driven by steady savings and stock market gains.
Latest JD Power ranking spotlights role of AI assistants, digital experience for leading advised and DIY platforms.
Firm's senior investment leaders have been speaking at a roundtable.
LPL has taken a minority stake in the $40 billion RIA and OSJ Private Advisor Group, continuing a string of moves from broker-dealers to directly capitalize on assets from independent advisors.
Industry group says policy switch to electronic delivery, overwhelming supported by Americans, could save funds and investors up to $4 billion.
Leaders at Siebert Financial discuss how AI has supercharged marketing outcomes and compliance capacity – while still keeping humans in the loop.
Discover top financial analysis software options for investment advisors and their key features in this guide
Elsewhere, Indianapolis-headquartered indie Sapient Capital nabbed a $1 billion JPMorgan advisor in a recruitment first, while another duo also left the wirehouse to join Wells Fargo.
Find top HFT trading software options for US advisors and RIAs in this quick comparison guide
With growing AI adoption, new connections between leading planning tools highlight the push for efficiency and enhanced client service.
The deal for the $34 billion wealth firm comes as PE-backed transactions set a new annual record, while the SEC puts a spotlight on compliance risks for advisers being acquired.
MOEs can turn into a "very morbid discussion for a leadership team," says Merit's M&A executive David Wahlen, highlighting the tough choices RIAs face as they chase the scale of mega-firms.
Chris Vizzi, CFP®, Co-Founding Partner at South Coast Investment Advisors, explores how 1031 exchanges are evolving from simple tax deferral tools into sophisticated vehicles for generational wealth. Vizzi explains why adopting institutional-level discipline and scrutiny is essential for affluent families seeking to preserve income, reduce risk, and build a lasting legacy through DSTs and 721 UpREITs.
The deal will help Edward Jones provide a more comprehensive wealth management offering.
Rafael Loureiro tells InvestmentNews that technology is democratizing estate planning.
