Meanwhile, Mariner makes a strategic expansion into property and casualty insurance, and Wealth Enhancement plants its first stake in Kansas with a $1.2 billion advisor team.
Morningstar analyst argues incentive fees in private credit semiliquid funds are often harder to compare and easier to earn than many prospectuses let on.
Crypto markets regain ground just as a multi-trillion-dollar fight over yield-bearing deposits intensifies in Washington.
Advisor360 survey finds planners eager to use automation to expand tax, retirement, and planning services while betting on human skills to strengthen client relationships.
Strong markets and disciplined saving lifted balances across generations, but rising withdrawals and financial stress hint at a K‑shaped retirement reality.
Big Tech’s rebound, Fed rate-cut hopes and a late-year broadening of the rally weren’t enough to lift the average active manager above index returns.
The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.
Surging oil prices, rising bond yields, and headlines of escalating tensions in the Middle East are pressuring stocks and testing the “buy-the-dip” playbook.
Kestra's hybrid RIA platform also welcomed a veteran advisor from Goldman, while a second-generation planner makes his way to LPL and Private Advisor Group.
Aspen Standard has also partnered with a $1 billion RIA, while Choreo expands in the West Coast with a veteran-led CPA planning firm.
