Firms announce new recruits in Minnesota, Texas and Florida as advisors cite autonomy, brand flexibility and client-service culture as key factors in their moves.
The wirehouse opens a new Orange County hub and adds a four-advisor team from Bernstein to its Century City operation.
Two of the country's most active acquirers close new transactions, underscoring the relentless pace of RIA consolidation in 2026.
Advisors stress-test allocations for market drops, but the bigger threat to a client's wealth usually sits outside the portfolio entirely
The SEC says the payouts came from later investors, and the numbers never added up
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
