The $520 billion mega-RIA is handing the reins to Adam Birenbaum, with Michael Nathanson stepping into a board chair role for the firm's next growth phase.

Also, health-focused RIA Earned Wealth Advisors has added $1 billion in AUM, while a 25-year veteran Stifel advisor hops to Indivisible Partners.

Nearly half of people surveyed by Edelman Financial Engines want to reinvent retirement even as money, inflation, and Social Security fears weigh on their plans.

Bluespring's acquisition-led strategy brought in more than $6 billion, while Concurrent’s minority-stake model helped drive a 50% jump in assets.

Cerity’s $10 million stake gives its advisors a front-row role in NPM-run liquidity programs, with planning support tied to employee tender proceeds.

Guidance calls for oversight calibrated to use‑case risk, from note‑taking and admin tools to higher‑stakes decision engines.

Advisor teams showed more larger books, more dramatic organic growth, and more expansive services than solo advisors.

Mercer also expanded in Portland with Thompson Advisory’s $260 million book, while Waverly picks up a $257 million Pennsylvania shop.

Permanent telehealth relief takes effect for 2025 plan years, with bronze and catastrophic marketplace plans becoming HSA‑compatible in 2026.

LIMRA projects full-year 2025 annuity sales projected to top $450 billion, with independent broker-dealers driving more than half of third-quarter sales in registered annuity products.