New CFP Board sentiment data shows financial advisors' clients feel more upbeat about their finances even as affordability pressures persist.
The $11.2 billion RIA is centralizing its operations under Rafia Hasan as it names a technology chief and realigns senior leadership.
Hightower's Bob Oros, eMoney's Stephen Langlois, and other industry veterans are joining the data infrastructure firm's inaugural advisory board.
The founders of Green Sail Capital Partners say record multiples rest on shaky arbitrage – and sellers have a narrowing window to cash in.
JPMorgan's CEO is rallying corporate America around shared AI safeguards as banks report widening use of the technology in daily operations.
The acquisition deepens the mega-RIA and largest non-bank wealth manager's push into ultra-high-net-worth advisory as 2026 consolidation hits record levels.
The New York-based aggregator adds a $550 million boutique firm as it steadily builds out its national affiliate network.
The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.
Record annuity demand for principal protection collides with the most hawkish Fed dissent since 2016.
The PE-backed RIA makes its first major move since bringing in a new capital partner, adding a Massachusetts advisory firm alongside a second East Coast RIA
