The acquisition of $2 billion Gilbert & Cook extends a buying spree for the ultra-high-net-worth firm that has already touched six states this year.
After years of encouraging sacrifice and delayed gratification, advisors have to do the next emotional lift: helping clients let go of a potentially harmful scarcity mindset.
A new JPMorganChase Institute report reveals how deeply stock market wealth now drives everyday American spending, especially for retirees.
A survey of 507 solo agers finds most lack confidence in their plans and that systems, not just individuals, need to change.
A new Schroders survey exposes a widening gap between what Americans expect in retirement and what they're actually on track to receive.
Two wealthtech providers are handing advisors the controls, letting firms design their own workflows and AI agents in plain language.
Edwin Lickiss earlier admitted that he defrauded at least 93 victims of over $9.5 million from 1998 through 2024.
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.
More than 1,000 employees have signed a union-backed letter opposing the bank's new three-day office mandate.
The release addresses account-level suitability gaps, consolidates trade management, and extends single sign-on to the Addepar client portal.
T. Rowe Price's sixth annual study reveals how retirement advisors are embracing AI, private credit, and personalized plan design.
House-passed measure would let fraud victims deduct losses and waive early-withdrawal penalties on stolen retirement funds.
Anthropic's Enterprise plan offers advisors stronger data controls — but smaller RIAs may struggle with the cost.
Partnership with DPL adds Jackson and Protective to insurance marketplace as fee-based annuities gain traction with fiduciary advisors.
Morgan Stanley is one of the leading wealth management companies in the country.
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.
