Career changers, students and current advisors filled a record class, raising questions about how firms hire next-gen advisors.
Cornerstone Capital, Echo Wealth Management, and Compass Wealth Management add about $2 billion as RIA M&A heads for a record year.
As Robinhood and Schwab roll out AI agents and assistants, a new survey finds advisors still edge out chatbots in terms of client trust.
Meanwhile, a multigenerational Cambridge team has hopped to LPL in Michigan, and Cetera's run of Commonwealth recruitment continues in New Jersey.
The AI meeting assistant's Advisor Intelligence plugin turns client conversation data into annual reviews, tax scans and attrition alerts.
Among other updates, the proposals would let advisors to regulated funds earn performance fees and allow interval funds to offer monthly repurchases.
The Boston deal is set to push the PE-backed consolidator past $187 billion amid a broad RIA M&A slowdown and a potential shift in its ownership.
Advisors with clients who own second homes in New York City face fresh uncertainty as the city seeks a stay and plans an appeal.
Meanwhile, a deal in the Midwest gives NorthRock Partners a new office in Wisconsin, while two teams join OnePoint BFG in Georgia and Atlanta.
New tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time.
