Financial planning body claims the second year of more than 10,000 CFP candidates as another proof point showing the value of CFP certification.
Coming from US Bank, Eric Freedman takes charge of Northern Trust’s private client investment engine as his predecessor in the C-suite shifts into a key Northeast role.
The Parsipanny, New Jersey-based firm's latest minority investment adds more than $500 million in client assets, with more than $25 billion now across its network.
Cetera also extended its 2025 Commonwealth recruitment streak, while Citizens Private Wealth stepped into the retirement planning space with a 401(k)-focused advisory team.
CFP Board survey shows most clients still confident in hitting long- and short-term goals despite an unsettled economy and policy backdrop
Veteran dealmaker Jason Ehrlich steps into a newly created role as the Las Vegas-based hybrid RIA leans harder into M&A and strategic partnerships.
The independent broker-dealer and RIA giant says it has doubled revenue in five years as it leans on advisor recruiting, acquisitions, and agentic AI.
Marking its first new target-date addition in two decades, Vanguard’s new CITs offer 401(k) participants another option in the growing market of in-plan annuities.
Mega-RIA Creative Planning and Chicago-based Waverly have also gained additional scale with hefty acquisitions.
The biggest team move to Wells Fargo Advisors this year highlights its efforts to court large ensembles, as well as UBS's continuing issues with advisor retention.
