Meanwhile, estate planning platform Wealth.com extends its capabilities into tax for advisors.

City budget crunch, investor unease, and the state's last-place ranking in tax competitiveness reignites conversation around risks of millionaire flight.

The broker-dealer giant is positioning new ‘Rai’ chat agent at the center of its internal AI stack as regulators probe how far autonomous tools should go.

The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the board power to mandate training on fast-moving regulatory changes.

Longtime Chicago-based investing leader Joel Hirsh will chair a global committee overseeing public, fixed income, and alternative strategies.

Elsewhere, NorthRock Partners adds an Ameriprise team to cross the $11 billion AUM mark, while Elevation Point adds a Merrill Lynch team overseeing $900 million in assets.

Regulator outlines early use cases for autonomous AI tools, urges governance frameworks while it continues to shape guidance around emerging technology.

Also, a pair of multigenerational advisor teams from UBS have defected in quick succession, moving to RBC and Raymond James.

Schwab's DAF platform sees more than 1.5 million grants as donors deploy appreciated assets, ETFs, and index funds towards their charitable giving.

A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on standard planning conversations.