But management remains focused on UBS advisors’ ability to reel in new assets.
VanEck is leaning on Allocate's operating platform to bring a private markets offering to financial advisors in weeks, not months.
The Omaha-based RIA's second Hanover office deepens its US expansion as industry dealmaking hits a record clip in 2026.
The two alternative-investment platforms' new financing – coming from Blue Owl, Carlyle, Franklin Templeton and other big-name backers – signals deepening advisor demand for private-market access.
Eighty-five percent of firms now call AI their top compliance concern, up 28 points from 2025, new industry survey shows
RIA consolidation deals expand firms in Alabama, Maryland.
New research spanning seven decades links persistent low income to lower cognitive scores by midlife and faster brain atrophy in later life.
Three major platforms roll out AI-driven advisor tools spanning marketing, planning, and behavioral coaching.
New Nationwide data shows recession fears aren't stopping Americans from ramping up portfolio activity.
With trillions of dollars set to change hands, new data suggests probate costs and delays are becoming a bigger factor in estate planning decisions.
Orion and RFG Advisory tackle account-opening delays with new updates as custodial integrations reshape how fast advisors can move client assets.
The deal extends the acquisitive mega-RIA's rapid 2026 expansion as industry consolidation hits record levels nationwide
As recent Middle East tensions put the Strait of Hormuz back in focus, a structured process with purpose can help protect investors against their natural self-sabotaging tendencies in choppy markets.
ESG-focused Longwave Financial, approaching $1B AUM, acquired Seattle-based MG Financial and hired a client services manager from an LPL-affiliated firm.
Tokenization goes mainstream with regulators watching prompting some firms to take a proactive approach.
A new Deloitte survey of 1,010 tax leaders finds OECD reforms and Safe Harbour rules could ease cross-border tax burdens for Americans abroad.
Flyer on wealth management data aggregation, AI agents, and closing the insight-to-action gap.
Chirayu Rana has added two executives as defendants after dropping his state case against JPMorgan Chase last week.
A class action over the digital brokerage's cash sweep program only hints at an industry-wide reckoning over how client cash is handled, says Gary Zimmerman.
New tool lets advisory teams manage shared retirement-plan accounts en masse as Vanguard retirement plan data show rising exposures to equities across demographics.
