Roundhill, Bitwise, and GraniteShares are racing to launch landmark ETFs covering the 2026 midterms and 2028 presidential race.
Wealth tech platforms' latest enhancements help advisors surface behavioral risk insights and generate client-ready output without leaving their existing workflows.
The challenger RIA custodian's CEO sees more and more G2 advisors leaving aggregator-acquired firms to chase independence — and taking their organic growth with them.
Most advisors are leaning into volatile markets rather than retreating, and more than half plan to increase their use of protection-oriented strategies by year-end.
CFP Board and the Financial Services Institute each threw support behind the Labor Department's shift back to a two-factor "economic reality" test for determining worker status
Raymond James is also welcoming a $480M Brooklyn team from Wells Fargo's independent network, while JPMorgan adds a $400M Goldman Sachs advisor in New York.
The combined platform unifies Avantax Planning Partners and The Retirement Planning Group, giving over 100 employee advisors access to in-house specialists across tax, estate planning, and insurance.
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.
