RIA consolidation is expected to continue in 2026 and advisors need to consider in advance the consequences of getting bigger.
The fact a person can't benefit from depreciation on a property but a corporation can is a 'crazy thing', says Trump.
The current chief operating officer will be taking the reins amid record growth in CFP certificants and rising diversity across the profession.
Record mobility divergence presents strategic wealth planning advantages for high-net-worth individuals worldwide.
Inside Osaic’s data on the advisors outpacing the market and the structural decisions that make their growth repeatable.
Record billionaire gains fuel inequality debates that could reshape taxes, regulation, and investment
The Omaha-based RIA's new structures around mentorship, feedback, and promotion aim to keep younger G2 and G3 advisors engaged.
A new study shows that wealth managers are growing increasingly worried about the economy and equity market.
AI-driven traffic to financial sites jumped 266% YoY, with trust in automated advice accelerating.
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.
Consumer sentiment jumps early in 2026, yet six-figure earners grow more uneasy about the outlook.
With deft negotiation the largest institutions manage to slash active management costs, report reveals.
Survey points to a disconnect between high-net-worth demand for sophisticated tax guidance and the relatively limited role of after-tax returns in many advisors’ decisions.
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Individual investor assets surge, forcing firms and advisors to rethink growth strategies.
Advisor360 survey finds RIA, broker-dealer, and bank advisors leaning on AI for meetings and CRM updates, but remain wary of handing it the keys to advice decisions.
The FPA's new content hub and conference series aims to help drive planner's AI excitement into practical tools and implementation for day-to-day work.
New ranking compares all 50 states on affordability, education, safety and family economics.
Microsoft founder’s annual note frames 2026 with AI optimism and philanthropy challenges that matter to investment strategy.
Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the Financial Planning Association.
