RIA’s new Angeles Family Office unit pushes deeper into services for generationally wealthy households amid a boom in “family office” branding.
Advisor360 survey finds RIA, broker-dealer, and bank advisors leaning on AI for meetings and CRM updates, but remain wary of handing it the keys to advice decisions.
Nearly two decades of data show retired households face frequent “rainy day,” family and health shocks, often without enough liquid savings to cover even a single year.
Behind the market selloff, insiders warn the plan could push households towards costlier forms of debt, among other unintended consequences.
Meanwhile, Wells Fargo snags another rival wirehouse team in Atlanta, while another longtime LPL advisor joins other seceders to Cetera.
In a letter shared exclusively with InvestmentNews, trade group urges Chair Paul Atkins to modernize disclosure rules for digital delivery for investors.
New hire brings mix of client experience, digital and consulting chops as the independent broker-dealer behemoth leans into scale, growth, and M&A.
The FPA's new content hub and conference series aims to help drive planner's AI excitement into practical tools and implementation for day-to-day work.
Also, LPL has scooped a second-generation high-net-worth practice from Osaic, while Ameriprise welcomes a father-son team from Edward Jones to its financial institutions group.
Meanwhile, Prospera has added its first team in Vermont, while Concurrent gets bigger in Texas with a $385 double acquisition.
