The J.C. Flowers-backed investor’s latest RIA deal adds five next-gen leaders to the Massachusetts firm’s ownership ranks
Meanwhile, UBS and Raymond James talk recruiting.
Elderly clients lost about 70% after a South Carolina advisor held inverse ETFs for 798 days on average, the regulator says
The new chat feature is expected to launch in 2027.
Vanguard finds auto portability curbs cash-outs, while PensionBee data show most automatic rollover IRAs lose value within a year
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor