William Blair survey finds 56% of RIAs plan to boost active ETF allocations abroad amid mounting worries over US equity concentration.
Launch of Direct AI follows a model portfolio tie-up with Envestnet as advisors juggle AI adoption and private-market due diligence.
Meanwhile, Cetera's streak of Commonwealth recruitment continues in Washington, and an LPL advisor hops over to Raymond James in Maine.
The Sussex County wealth firm, built around business-owner clients, extends the California-based aggregator's footprint in the East Coast.
Tulsa estate planning attorney and New Hampshire-based trust expert unpack what dispute with the country music icon's nephew teaches advisors about trusts, heirs and family businesses.
The Kestra-owned RIA acquirer merges the planning firm into KDI Wealth Management, creating a majority woman-led advisor team
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
The RedBird-backed RIA aggregator is putting its finance chief's experience to good use as he takes charge of M&A, operations and technology.
Cullen marks the fourth firm the New York-based RIA aggregator has bought in 2026 as deal volume heads for a record year.
