Ameriprise research finds most widowed Americans trust their own money management – but the data on financial isolation point to a clear advisory opportunity.
New SignatureFD unit pairs wealth planning with franchise expertise to serve business owners across the US
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.
New benchmarking tool ties advisor pay structures to ownership and succession as the industry faces a widening talent gap.
Vanilla, SS&C and FinTurk are rolling out a mix of agentic and AI-assisted features aimed at planning gaps, client insights, and manual account monitoring.
Arca becomes the first firm to build on Altruist's Realtime Custodial API, deepening a partnership tied to its rapid tech-led growth.
OnePoint BFG has added a $400 million team from Northwestern Mutual while Modern Wealth scooped a veteran-led team overseeing nearly $710 million in assets.
Also, Merrill and Wells Fargo each announced a spree of hiring, drawing experienced advisors managing more than $2 billion from across the East and West Coasts.
