Meanwhile, Waverly has entered Louisiana with a new $3.1 billion partner, and Carson absorbs a decade-long coaching partner in Green Bay, Wisconsin.

As gambling habits increasingly infiltrates teens' digital lives, a new Schwab survey points to investing as an early counter-habit.

Devenir research shows 19% asset growth and a near-doubling of investment account holders over the past two years, with new data putting health costs squarely in the retirement planning spotlight.

Bridgewater's founder argues the US is in a stagflationary period, and that the Fed's next chair would damage the central bank's credibility by lowering borrowing costs.

More than half of respondents who look back on last season's refund wish they had saved or invested more – a gap that widens sharply among younger generations.

NetLaw CEO Alex Hargrove says advisors helping to fill gaps in wills, trusts, and legacy planning conversations must also ask who's legally on the hook when something goes wrong.

Beata Kirr brings 17 years at Bernstein Private Wealth Management and an earlier Goldman Sachs pedigree to her new post overseeing investment strategy for Northern Trust's billion-dollar family office clients.

Plus, JPMorgan's 55ip is adding T. Rowe Price model portfolios to its platform, and Hamachi.ai is helping advisors deliver compliance-aligned planning guidance through a new integration.

Meanwhile, Advisory Services Network is entering two new states with its latest partner RIAs, and Florida-based Rossby Financial is bringing a compliance veteran to its platform.

FINTRX data shows active ETF assets in RIA portfolios surged from $27.7 billion to nearly $400 billion in four years, even as dozens of weaker funds were shut down or liquidated in 2025.