Trend report shows recurring models dominating fee-based planning engagements, pointing to new paths for clients beyond HENRYs and next-gen advisors looking for sustainable career runways.
Stone Ridge fund with BNPL exposure curbs redemptions as Fed analysis of CFPB data unpacks growth and risks in the sector.
Joint SEC–CFTC move clarifies treatment of digital commodities, collectibles, tools, stablecoins and tokenized securities.
CV Advisors taps a fintech veteran to drive AI strategy as Americana Partners brings in a deal-tested finance chief to guide expansion.
Survey data highlight shifting expectations for digital access, human guidance and intergenerational planning across both advised and self-directed channels.
Ruling vacates Labor Department’s 2024 fiduciary package and related exemptions, keeping existing Reg BI and state best-interest standards in place.
Elsewhere, Nitrogen claims a wealth tech first with AI governance certification, while Intellebox.ai forges a strategic partnership with a leading macro investment research provider.
Meanwhile, Carson added an independent office in New York led by a mother-son duo, and Maridea gets a second location in Phoenix.
Planning organizations including CFP Board and the FPA support updating the SEC’s small-entity yardstick while pressing for an employee-based standard.
Alyssa Quinlan's 25-year professional and leadership record includes a blend of fine art credentials and Wall Street training at JPMorgan Chase and Citi.
