CAPTRUST has also welcomed an $830 million practice to extend its East Coast reach, while fee-only RIA EP wealth adds a top-ranked specialist advisory team in Arizona.
Foundation Source survey shows nearly all high-net-worth funders expect to maintain or boost their 2026 contributions, despite market and political uncertainty.
Selected through a data-driven process, we recognize the standout US advisors whose growth metrics, planning philosophies, and client focus set a high bar for the industry.
Also, Raymond James expands its financial institutions arm in the Kansas City area while Baird has elevated two seasoned veterans into key director roles.
Despite concerns about AI accuracy and regulation, firms say automation, cleaner data and unified workflows are key to scaling advice in 2026.
Quad-A CEO Sheena Gray says modernizing commission rules could give independent Black-owned firms more flexibility to hire, scale and serve underserved investors.
New proposal would offer federal-style investing options and up to $1,000 in annual government matching for workers shut out of workplace plans.
Meanwhile, a new venture at Integrated Partners sharpens its support for entrepreneurs going through complex transitions, and New York-based Aspen Standard Wealth announces a new president.
New workplace savings program targets startup employees by merging institutional portfolios, retirement tech, and equity ownership on a single platform.
Drawing on battlefield lessons, 2025 Advisor of the Year Award winner Dennis Morton sounds off on the perils of complacency, succession blind spots, and the human edge advisors must defend in an AI era.
