“We fear that it will be ‘open season’ from the plaintiffs’ bar on plan fiduciaries who are early adopters of alternative investments,” said Tim Collins, a partner at Duane Morris.
Industry report shows that there are now fewer firms as consolidation intensifies.
The firms building now have a head start that will be very difficult to close. The ones waiting are accumulating a debt they may not be able to repay.
Global revenues hit record high in 2025 with sector growing at four times the rate of traditional financial institutions.
He swore the bots were real, the FDIC had it covered - the SEC says neither was true
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
