2025 was an eventful year in the wealth management industry. InvestmentNews checked in with advisors to highlight their most memorable moments.
Firm’s head of RIA client strategy talks to InvestmentNews about current trends, 2026 expectations for the industry.
Seismic’s Kerry Ryan tells InvestmentNews how wealth and asset managers are using AI to personalize advice and redefine the advisor role
New guidance highlights a risk‑based approach, pressing firms to formalize review processes, clarify business‑record obligations, and align AI deployment with fiduciary duties.
After an executive shuffle last month, the "Schwoomerang" leader from LPL is stepping up as the RIA custody giant looks to address growing complexity in the RIA space.
Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.
Survey shows owners preparing exits and partnerships, with continuity and growth driving deal decisions but tax implications among the key challenges.
Report warns autonomous agentic AI could reshape banking operations, governance, and investor expectations.
Experts hired by Tony Hsieh’s more than $500 million estate point to alleged forgeries, nonexistent witnesses, and missing records as they call for the document to be scrapped.
Fed easing, wealth M&A and platform strategies keep asset and wealth managers active on deals
Data show firms overwhelmingly "draft" and develop junior advisors in-house, but C-level leaders say senior hiring can bring strategic wins for ensemble-based practices.
Advisor teams showed more larger books, more dramatic organic growth, and more expansive services than solo advisors.
The program, which would have businesses pay $2 million for individuals to gain US residency, is billed as a way to support efforts to hire foreign-born talent.
New survey shows advisors deepening alts allocations and leaning on tech as access widens to more clients.
Allianz is once again supporting American athletes on their journeys to the podium in the Olympic and Paralympic Winter Games Milano Cortina 2026.
Survey reveals rising ambition and growing financial anxiety as households map out next year’s plans
Advisors racing to add on new platforms may find their legacy plumbing can't support the next wave, warns one expert.
Thanks to splashy IPOs, fabulous inheritances, and slow-and-steady 401(k) saving, it seems being an affluent or ultra-rich individual doesn't carry the same elite status as it once did.
Wealth managers weigh in on what they expect to see from the ETF industry in the coming year.
Why tax law changes give advisors another reason to start the philanthropy conversation.
