Given the emergence of 'long horizon AI' and the learning curve facing advisors, David Bailin, founder of independent wealth manager CIO Group, offers his outlook for the new technology.
The privately held mega-RIA's latest addition in Louisiana officially joins the more than 1,000 financial advisors across its $45 billion independent advisory channel.
Meanwhile, large banks reduced the number of employees in 2025.
The past year has brought some quietly constructive conversations around worker classification, regulatory overreach, and state-level taxes.
AI-driven traffic to financial sites jumped 266% YoY, with trust in automated advice accelerating.
Employers remain the primary source of retirement and health benefits, but rising financial stress and uneven access are testing how well workplace plans support long-term security.
New data reveals surging IRA and 401(k) balances powering historic growth in US retirement wealth.
Deal adds boutique manager, expands model portfolios and advisor-focused solutions
As private-market allocations rise, startups like Pluto are partnering with Apollo and Hamilton Lane to bring AI-backed private-asset lending into the RIA channel.
Also, Wells Fargo's recruitment rolls on with a billion-dollar-plus group from Commonwealth while LPL adds an Ameriprise team in Houston.
Former insurance agent Dean Vagnozzi claims SEC has dragged his name and reputation through the mud.
The $2.8B buyout unraveled after DOJ documents implicated their longtime business partner.
New data show LPL, Edward Jones, and other national players leading amid a surge in credential holders, with more women and diverse advisors entering the field.
Leadership shakeup adds former Salesforce and LPL executives to guide product, data and technology strategy for the advisor-focused platform.
Roughly one-third, 32%, of financial advisors invested in crypto for client accounts in 2025, up from 22% in 2024, according to a new survey.
AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan reveals how advisors can stay one step ahead to protect client wealth, identity, and trust in a rapidly changing digital landscape.
Also, Bluespring's latest addition forms a $1.7 billion practice, while Credent unveils a deal double to start its 2026 acquisition season.
Memo to 200,000 staff ties tougher performance expectations and job cuts to the banking's push into automation and artificial intelligence.
The fund allegedly let a large investor exit while stalling smaller investors' redemptions.
Tie-up seeks to deepen retirement-plan access to private markets as advisors weigh diversification benefits, fees, and suitability.
