Mercer adds specialized equity compensation tech and Big Four tax talent as UHNW demand for integrated tax planning intensifies.
Two CFP and CFA credentialed advisors unite planning and markets expertise under a new Richmond practice.
When the largest RIAs recruit for AI, they name Copilot, ChatGPT and Claude in job posts far more often than advisor-specific fintechs, Caddi data shows
Bicknell said that Mariner's Humanity Labs partnership is key to growing his mega-RIA from 70,000 to 500,000 households by 2028
Final rule moves roughly two-thirds of SEC-registered RIAs under the Regulatory Flexibility Act’s small-business lens, up from about 3%
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor