Winners at the InvestmentNews awards said awareness, mentorship and AI can help close the advisor industry’s gender gap.

As Schwab plans Bitcoin and Ethereum spot trading for advisors by mid-2027, its leaders expect ETFs to stay the go-to tool for portfolio allocations to crypto

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.

Schwab-backed Nevis wants agents that move money and act on accounts, but the custodian's AI limits remain read-only—for now.

The new rule was adopted despite objections from Stifel and Pontera, adding state weight to Fidelity and Schwab's restrictions on credential sharing.

At IMPACT, CEO Rick Wurster said Schwab Wealth Advisory serves only existing retail clients, and he pledged support for sub-$100M RIAs as Fidelity drops them.

Rick Wurster says Schwab is shutting out unauthorized logins as agents like Meta's Muse, Instinct and OpenAI's Dots push into consumer finance

Schwab wants RIAs on Claude’s enterprise plan for its security controls, but most of its firms are too small to fill the 20-seat minimum

In partnership with the CFP Board, Schwab's February event sends advisors to college campuses amid a projected need for 70,000 new hires.