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.
Meanwhile, Prospera has added its first team in Vermont, while Concurrent gets bigger in Texas with a $385 double acquisition.
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.
Move would sweep many more RIAs and funds into the “small entity” bucket, potentially reshaping how the federal securities regulator designs new rules.
The veteran executive will oversee advisor development and planning infrastructure as the Chicago-based RIA leans harder into tax-driven strategies.
Strong dealmaking landscape in the wealth management space begins 2026 unabated.
The Kansas-based $640 billion firm, which bought United Capital from Goldman Sachs in 2023, now joins Wealth Enhancement and Mercer in building out the new RIA referral program from Goldman.
The veteran executive who helped oversee Cetera’s multicustodial buildout and deal-driven expansion will step aside after a yearlong succession process.
Meanwhile, Integrated Partners deepened its presence further in Connecticut, and Cerity Partners executed a merger of its own in the Lone Star State.
New research shows asset managers prioritizing mega RIAs and aggregators in coverage strategy.
Mercer and Wealth Enhancement will receive client referrals from Goldman Sachs Ayco, which was previously led by Hightower Advisors CEO Larry Restieri.
Dental, medical and multigenerational planning teams in Greater Boston and Pittsburgh bolster the $609 billion mega-RIA’s push for sector depth and regional scale.
McKinsey estimates a shortage of about 100,000 advisors by 2034, so what are firms doing about it?
Firm 'satisfied' with resolution. Mary-Kate Gulick tells InvestmentNews: 'I needed this to be over.'
Carson’s first full-office purchase of the year and EP’s latest Southwest partnership spotlight their continuing growth-by-acquisition strategies.
The conversions add more than $20 billion in assets collectively to the mega-RIAs recently launched brand aimed squarely at enticing smaller partners.
Minority stake fuels national rollout of SuccessionFully platform as advisor retirements surge ahead.
Elizabeth "Libet" Anderson is using her two-year term to spread the word about advisor education, while helping establish a "tribe" for independent and underrepresented members of the industry.
The $2.5 billion Chicago-area RIA within LPL is looking to built momentum as a leading destination for breakaway bank advisors.
Regulator pushes new compliance mandate that was due to take effect from now
