MacLellan Bickle Wealth Partners serves HNW and UHNW individuals, families and business owners.
New CFA Institute research calls for tougher valuation rules and suitability standards as private credit funds court wealth management clients.
Michigan father-son team with nearly 50 years of combined experience joins LPL, while a New Jersey advisor moves from Ameriprise to RJFS.
UBS expert Sarah Salomon says stewardship is built over time, not handed over in a will.
KPMG's Pulse of Fintech report finds American dealmaking dominated global totals, with AI and payments consolidation reshaping where capital flows.
ERISA Investment Fiduciary Philip Chao says most retirement plans use target date funds as a one-size-fits-all default that ignores individual circumstances
Eric J. Stone was fired by Fidelity in 2021 after facing claims he took loans from clients.
Chicago-based Curi Capital gets new majority owner as $14 billion RIA eyes acquisitions and expanded family office services
Partnership pairs organic lead detection with paid ad targeting to help end "spray-and-pray" marketing for growth-seeking advisory firms.
Jonathan Lewis joins the wealth management giant as it proceeds with a $2 billion AI and technology push for advisors.
Once focused on retirees, pre-retirees and risk-conscious investors, the category has widened into a wider toolkit to help reassure clients in choppy markets.
A third-generation Pennsylvania firm with 24 advisors and $1.6 billion in client assets has left Cambridge Investment Research.
Fast-growing $7.6 billion Pittsburgh-based RIA secures growth capital but retains full management control.
Bain projects up to seven US trillion-dollar banks by 2030 as consolidation accelerates.
Senators say brokerages leave accounts exposed to fraudulent transfers without verification, intensifying pressure as FINRA weighs its own fraud-hold rule.
Meanwhile, the founder of advisor list gives reasons for secret $6 million payment to editor.
Internal C-level promotion comes as US Bank builds out private banking, athlete-focused advice and alternatives infrastructure.
A structured financial plan doesn't just prepare clients for the future, it transforms how they respond to the present.
Regulated prediction markets for retail brokerage clients is the latest sign that prediction markets are entering the mainstream investing toolkit.
Proprietary Scout tool, built with Anthropic's Claude, profiles hundreds of firms in minutes to help the hybrid RIA scale its succession business.
