New research shows Americans want control over their money but lack the confidence to take action – and advisors are the bridge.
Retire Through Ownership Act lets ESOP fiduciaries rely on independent appraisals, closing a decades-old valuation gap for private company stock.
The breakaway-focused platform's senior hires from Wells Fargo, Bluespring and Hightower deepen its bench for growth and succession planning.
New leadership lines unify succession consulting, acquisitions and capital funding as advisor retirement wave nears.
House-passed measure would let fraud victims deduct losses and waive early-withdrawal penalties on stolen retirement funds.
Partnership with DPL adds Jackson and Protective to insurance marketplace as fee-based annuities gain traction with fiduciary advisors.
South Carolina and Bay Area advisory teams join the WPCG-backed national platform as RIA dealmaking hits new highs.
The deal deepens the Kansas-based RIA giant's push into institutional consulting after a year of acquisitions spanning insurance, retirement and cross-border wealth work.
From M&A matchmaking to embedded advisor intelligence, third annual awards spotlights AI governance and data unity over feature-heavy platforms.
Investors bet on AI-driven portfolio automation as advisory firms grapple with time-consuming manual work and rising demand for personalization.
