Expanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors.
Osman Nawaz, an agency veteran who rejoined last month, takes over as principal deputy director.
Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs.
Advisors face a psychological gap: clients are financially ready to retire but not ready to spend.
New FINRA-RAND research finds financial literacy, not age or income alone, drives fraud recognition.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
