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Site Map for December 2025
Date
Title
Dec 24, 2025
Robinhood, Schwab to match $1,000 for employees’ Trump Accounts
Dec 24, 2025
Control, cash flow, and tax efficiency: How UHNW families invested in 2025
Dec 24, 2025
Infrastructure investors re-price risk as AI, geopolitics, grid constraints reshape 2026 outlook
Dec 23, 2025
RIA M&A poised for another record year in 2026, DeVoe finds
Dec 23, 2025
Putting purpose before product in financial planning
Dec 23, 2025
FINRA fines Osaic Institutions $650k over AML lapses
Dec 23, 2025
Bessent sees room for a future revamp of the Fed’s 2% target
Dec 23, 2025
Watch out for hidden AI bets and rising concentration risk, Morningstar warns
Dec 23, 2025
UBS advisor's family referral leaves client battling for $1.5M transparency
Dec 23, 2025
Ninth Circuit affirms Elizabeth Holmes conviction in $452M Theranos fraud case
Dec 23, 2025
Ambitious, but practical: How Americans are setting their 2026 financial goals
Dec 23, 2025
Peak ETF mania? Flows, launches and volume shatter all records
Dec 23, 2025
Private equity’s expanding footprint in RIAs: What advisors need to know for 2026
Dec 23, 2025
Digital-first platforms are rewriting retirement planning, says Franklin Templeton’s Crossley
Dec 22, 2025
Advisors lukewarm as SEC clears path for dual‑share‑class ETFs
Dec 22, 2025
Integrated Partners, RFG, and Coldstream hail 2025 growth records
Dec 22, 2025
As Schwab shutters hybrid robo, Josh Brown declares ‘the robo-advice era is over’
Dec 22, 2025
Bullish equity analyst consensus is a worry for some investors
Dec 22, 2025
Janus Henderson agrees to Trian, General Catalyst buyout for $7.4B
Dec 22, 2025
Wealth Enhancement extends deal blitz with $340M Dent Wealth Advisors
Dec 22, 2025
Private markets, global opportunity, and the future of private wealth
Dec 22, 2025
Darrell Cronk: Why 2026 could reward disciplined investors willing to look past the noise
Dec 19, 2025
SEC alleges VBit crypto boss diverted $48.5 million from investors
Dec 19, 2025
Yale, Penn prepare student-loan options as Trump caps grad debt
Dec 19, 2025
Not-for-profit hospitals: Rebound meets reality
Dec 19, 2025
Steward Partners lands $475M strategic investment from Ares
Dec 19, 2025
Another alts fund – an Inland REIT – reports sagging value
Dec 19, 2025
Wells Fargo reels in nearly $1.5B in new assets with latest advisor additions
Dec 19, 2025
Finny closes $17M Series A to help RIAs fight organic growth squeeze
Dec 19, 2025
Crypto chaos jolts hedge funds in worst year since 2022 crash
Dec 19, 2025
Financial advisors reflect on their best moments of 2025
Dec 19, 2025
Wealth Enhancement expands Midwest reach with AEGIS Financial deal
Dec 19, 2025
Quiet consolidation is reshaping the RIA market, says SEI Investment’s Garcia
Dec 18, 2025
Senators rebuke White House's leniency towards GPB’s founder, David Gentile
Dec 18, 2025
$2.1-billion deal plans to make the next Berkshire Hathaway
Dec 18, 2025
US court backs Uruguay asset freeze on Jefferies client accounts
Dec 18, 2025
Advisors expect private markets 'advice gap' further filled in 2026
Dec 18, 2025
Crypto custodian Anchorage Digital acquires Securitize’s RIA unit
Dec 18, 2025
Despite financial and health pressures, many retirees report purpose and contentment
Dec 18, 2025
AI is reshaping advice delivery and firms that hesitate risk falling behind
Dec 17, 2025
What wealth firms should take away from FINRA's new Gen AI focus
Dec 17, 2025
Advisor loaded up clients in their 80s with unsuitable GWG bonds, FINRA charges
Dec 17, 2025
Schwab Advisor Services taps Julian Lopez to lead enterprise solutions
Dec 17, 2025
RIA moves: Wealth Enhancement snaps up $476M hybrid firm in Utah
Dec 17, 2025
Cetera adds $250M Guided Financial Strategies team after long LPL run
Dec 17, 2025
Bluerock real estate fund debuts on NYSE and slides sharply
Dec 17, 2025
LPL’s Marc Cohen: RIA consolidation will accelerate in 2026
Dec 17, 2025
Expect changes in investor behavior in 2026 as prediction markets expand
Dec 17, 2025
Osaic hires Shannon Reid, Raymond James veteran, to lead advisor growth and become president
Dec 17, 2025
The US housing market will get a bit more affordable in 2026
Dec 17, 2025
Are your business-owner clients ready to move on? Report suggests they are
Dec 17, 2025
Turbulent finances clouds Americans’ outlook for 2026, retirement confidence weakens
Dec 17, 2025
AI is the future of financial services, but what happens when it starts acting alone?
Dec 16, 2025
OnePoint BFG hails growth year with leadership hires and $15B AUM forecast
Dec 16, 2025
Family of late Zappos CEO calls ‘surprise’ will a scam as forgery signs mount
Dec 16, 2025
Recent acceptance by big banks bodes well for crypto in 2026, advisors say
Dec 16, 2025
Coinbase on hook for $618,000 to investor who lost cryptocurrency after cyber-attack
Dec 16, 2025
RIA moves: Wealth Enhancement snaps up West Coast RIA with sister tax shop
Dec 16, 2025
5 reasons 2026 will be the year of the woman client
Dec 16, 2025
Osaic adds $1.1B AUA firm to W-2 channel, Prospera welcomes new recruit
Dec 16, 2025
AWM dealmaking momentum builds heading into 2026 as rate cuts fuel consolidation
Dec 15, 2025
'Sudden' succession plan at Focus Financial draws skepticism
Dec 15, 2025
Cetera soups up advisor tech stack with Vanilla, Income Lab partnerships
Dec 15, 2025
Market Outlook - Q4 2025
Dec 15, 2025
Should wealth firms be rethinking their advisor talent playbook?
Dec 15, 2025
Raymond James Investment Management taps Summit Trail’s Ringdahl as new president
Dec 15, 2025
Small RIAs get marketing boost as Alabama updates rules
Dec 15, 2025
JPMorgan doubles down on tokenization with Ethereum-domiciled money fund
Dec 15, 2025
Nearly half of workers peg retirement target at $1M as anxiety climbs
Dec 15, 2025
Vanguard warns AI boom may boost the economy while weighing on US stocks
Dec 12, 2025
Advisor moves: Raymond James welcomes $692M advisor team in new bank relationship
Dec 12, 2025
Focus Financial names Birenbaum as next CEO in succession move
Dec 12, 2025
Delaware smacks Kovack with $1 million fine for fudging work history of broker recruit
Dec 12, 2025
RIA moves: Dynasty partner firm Procyon snaps up $500M OLV Investment Group
Dec 12, 2025
Americans want a different kind of retirement — and they’re willing to pay for time and health
Dec 12, 2025
InvestmentNews looks back on the top stories of 2025
Dec 12, 2025
Bluespring, Concurrent tout 2025 growth records
Dec 12, 2025
Time to mix things up: The evolution—not abandonment—of the 60/40 portfolio
Dec 12, 2025
Banker says JP Morgan fired her after reporting boss to HR
Dec 12, 2025
Trump targets proxy advisors with executive order aimed at investor protection
Dec 12, 2025
BlackRock claims new first in another busy week for ETF launches
Dec 12, 2025
LPL Financial adds veteran advisor, Dynasty Financial Partners welcomes new partner firm
Dec 11, 2025
Cerity Partners invests in Nasdaq Private Market, gains exclusive access to tender participants
Dec 11, 2025
Advisors expect premium income ETFs to stay hot in 2026
Dec 11, 2025
Foreign insiders face SEC stock trade disclosures under bill
Dec 11, 2025
FSI urges risk‑based AI oversight, warns against piling on new rules
Dec 11, 2025
Team-based advisor shops trounce lone wolf practices, Cerulli says
Dec 11, 2025
RIA moves: Lido adds $500M Palos Verdes firm focused on defined outcomes
Dec 11, 2025
SEC accuses unregistered adviser of stealing $6.3 million from Discord investors
Dec 11, 2025
US to start accepting ‘Gold Card’ visa applications, Trump says
Dec 11, 2025
IRS issues guidance for wider HSA access as lawmakers spar over ACA aid
Dec 11, 2025
Advisors push alternatives into the investing mainstream as client demand broadens
Dec 11, 2025
Healthcare, housing strains often driving use of 401(k) loans, report reveals
Dec 10, 2025
Trump blasts Fed, says bank should have doubled rate cut
Dec 10, 2025
Creative Planning eyes overseas expansion
Dec 10, 2025
FINRA highlights AI, cyber in 2026 concerns but what about massive investor frauds?
Dec 10, 2025
Federal Reserve announces latest interest-rate decision
Dec 10, 2025
Blue Owl faces investor suit over BDC redemptions, liquidity, merger
Dec 10, 2025
Disney investors allege Disney+ hype misled market, drove stock losses
Dec 10, 2025
Wealth managers see gold and silver shining again in 2026
Dec 10, 2025
Bluerock real estate fund to list next week, but at what price?
Dec 10, 2025
Allianz reprising role as Team USA booster for 2026 Olympic games
Dec 10, 2025
Americans seek advice to meet loftier money goals for 2026 even as inflation lingers
Dec 10, 2025
Advisor moves: Teams managing $1.45B head into 2026 under new banners
Dec 09, 2025
Merit doubles assets in 2025 and plots 15-deal M&A spree next year
Dec 09, 2025
Utilize sale leasebacks to unlock AUM
Dec 09, 2025
Q3 annuity sales hit record $121.2B as advisors lean into VA and RILA contracts
Dec 09, 2025
FINRA flags GenAI, cyber fraud, and sales practices in 2026 regulatory agenda
Dec 09, 2025
$580B RIA Wealthspire builds out C-suite following PE-backed unification
Dec 09, 2025
NewEdge taps ex-ICONIQ, Morgan Stanley executive as new CEO
Dec 09, 2025
Wealth Enhancement adds $2.2B hybrid RIA in Ohio as 2025 deal streak continues
Dec 09, 2025
RIA M&A’s real scorecard: Who’s winning the race for scale?
Dec 09, 2025
One third of retirement savers expect to keep working, T. Rowe Price finds
Dec 08, 2025
Advisors weigh 'Trump Accounts' with existing UTMA, 529 account options
Dec 08, 2025
Is wealth industry tech FOMO setting firms up for a data reality check?
Dec 08, 2025
Billionaires, 'moderate millionaires' multiply amid soaring markets
Dec 08, 2025
Caught wrong-footed, most Gen Xers now feel uneasy on retirement
Dec 08, 2025
SEC charges hedge fund driver with posing as money manager
Dec 08, 2025
LPL Financial takes victory lap, celebrates 15 years as a public company
Dec 08, 2025
Financial advisors assess ETF risks and rewards for 2026
Dec 08, 2025
Paramount challenges Netflix with hostile bid for Warner Bros. Discovery
Dec 08, 2025
MAI expands mid-Atlantic reach with $527M Lowe Wealth Advisors
Dec 08, 2025
Annual guide: Charitable giving
Dec 08, 2025
Advisors expect healthy gains – but not smooth sailing – for stocks in 2026
Dec 08, 2025
Todd Combs exits Berkshire for JPMorgan role steering $10B security push
Dec 08, 2025
Motley Fool Wealth Management to join Apollon in 2026 deal
Dec 05, 2025
InspereX targets RIAs with new single platform for bonds, structured notes, and alts
Dec 05, 2025
Ex-Virginia rep barred, ordered to disgorge $4.15M over options scheme collapse
Dec 05, 2025
Seventh Circuit: investors outrank lender in SEC EquityBuild Ponzi unwind
Dec 05, 2025
SEI moves closer to full ownership of $37B hybrid RIA Stratos Wealth
Dec 05, 2025
Yieldstreet, now Willow Wealth, racks up more losses for investors: report
Dec 05, 2025
CFP Board hails new test-taking record for 2025 exams
Dec 05, 2025
Northern Trust tweaks wealth leadership as new CIO steps in
Dec 05, 2025
Generational practice management: Helping Gen X, Millennials and Gen Z close the financial confidence gap
Dec 05, 2025
How structural innovation in ETFS is changing the way advisors manage risk
Dec 05, 2025
US markets could advance in 2026 despite headwinds, says RBC Wealth Management
Dec 04, 2025
Summit stakes Rhode Island-based RIA Ivy Wealth Management
Dec 04, 2025
Advisor moves: Merrill lures $412M Wells Fargo team in Charlotte
Dec 04, 2025
Vanguard plans Miami expansion to tap more Latin American wealth
Dec 04, 2025
Bank of America latest to loosen reins on advisors selling crypto
Dec 04, 2025
Political worries hang over client conversations as advisors eye 2026
Dec 04, 2025
LPL OSJ Wealth Consulting Group adds CFO, corporate development chief from Emigrant
Dec 04, 2025
Fidelity sees emerging markets gaining from weak dollar in 2026
Dec 04, 2025
Advisors debate whether 2026 will be a good year to buy a 'forever home'
Dec 04, 2025
Retirement investors say wealth isn't the key to happiness, new survey finds
Dec 04, 2025
Consolidation Surge: New top dog as Americans trim number of investment providers
Dec 03, 2025
Cambridge tops $2 billion in revenue as advisor expansion drive accelerates
Dec 03, 2025
Vanguard adds TIAA-backed annuity option to flagship target-date lineup
Dec 03, 2025
HPS founder confirms private credit giant almost IPO'd before BlackRock sale
Dec 03, 2025
Bessent to push new residency rule for regional Fed heads
Dec 03, 2025
FINRA spanks Osaic B-D with $3M penalty linked to mutual fund switching
Dec 03, 2025
RIA moves: Mercer bolsters Mid-Atlantic footprint with tax-focused $1B firm
Dec 03, 2025
Wells Fargo nabs $6.3B UBS superteam as recruiting race intensifies
Dec 03, 2025
Payrolls at US Companies fall by most since 2023, ADP says
Dec 03, 2025
Financial advisors wonder how the US-China relationship will impact investors in 2026
Dec 03, 2025
ETF flows hit new highs as investors widen the menu beyond US stocks
Dec 03, 2025
Active ETFs surge despite market highs as macro clouds linger
Dec 02, 2025
How Envestnet TAMP works: Key features for RIAs in the US
Dec 02, 2025
Portfolio management analytics: How advisors can harness data for better client outcomes
Dec 02, 2025
Volatility prompting RIAs to accelerate sales entering 2026, Alaris CEO says
Dec 02, 2025
Cresset adds $1.4B team in Houston as RIA recruiting push continues
Dec 02, 2025
Centibillionaire Michael Dell and wife Susan make $6.25B pledge to seed Trump accounts
Dec 02, 2025
Goldman’s $2B Innovator deal mints rare ETF billionaire
Dec 02, 2025
Ex-broker in Ariz. targeted Christian investors in streaming fraud
Dec 02, 2025
RIA moves: Wealth Enhancement acquires $532M FPG Private Wealth
Dec 02, 2025
Sept 8, 2025 | FutureProof E11 | Guest: Michael Kitces
Dec 02, 2025
Sept 8, 2025 | FutureProof E10 | Guest: Shannon Spotswood, CEO, RFG Advisory
Dec 02, 2025
Vanguard will now allow crypto ETFs on its platform
Dec 02, 2025
Wealthfront seeks $485M in IPO as robo platforms vie for younger investors
Dec 02, 2025
Sept 8, 2025 | FutureProof E9 | Guest: Matt Middleton, Founder and CEO at Future Proof
Dec 02, 2025
Why advisors should bring up charitable planning in every client meeting
Dec 02, 2025
Where will wealth managers find safe havens in 2026?
Dec 02, 2025
Sept 8, 2025 | FutureProof E8 | Guest: Cody Barbo, Founder and CEO at Trust & Will
Dec 02, 2025
Wealth managers warm to evergreen funds as demand for private markets intensifies
Dec 02, 2025
US AI boom drives markets and debt to new heights, while power demand is set to soar
Dec 02, 2025
Sept 8, 2025 | FutureProof E7 | Guest: Sally Tickner, Publishing Director, Harriman House
Dec 02, 2025
Sept 8, 2025 | FutureProof E6 | Guest: Alanah Phillips, Author, Breaking Up With Your Broker-Dealer
Dec 02, 2025
Sept 8, 2025 | FutureProof E5 | Guest: Andree Mohr, President, Integrated Partners
Dec 02, 2025
Sept 8, 2025 | FutureProof E4 | Guest: Mark Gilbert, Founder & CEO, Zocks
Dec 02, 2025
Sept 8, 2025 | FutureProof E3 | Guest: Dimple Shah, EVP, Head of Strategy and Client Experience, Osaic
Dec 02, 2025
Sept 8, 2025 | FutureProof E2 | Guest: Vickie Lewin, Chief Growth Officer, Amplify
Dec 02, 2025
Sept 8, 2025 | FutureProof E1 | Guest: Martine Lellis, Principal, M&A Partner Development, Mercer
Dec 01, 2025
Harvard endowment adds JPMorgan exec tied to Epstein-era scrutiny
Dec 01, 2025
New law forces IRS to 'show its math' on error notices
Dec 01, 2025
CFP Board joins industry support for bill to protect seniors from fraud
Dec 01, 2025
Trump commutes fraud sentence for ex-GPB Capital chief Gentile
Dec 01, 2025
Texting Santa! Wealth managers reveal their technology wish lists for 2026
Dec 01, 2025
Goldman inks $2B deal for Innovator as buffer ETF case grows among advisors
Dec 01, 2025
How private stock planning can unlock opportunities with next-gen clients
Dec 01, 2025
Annuity owners lead in retirement confidence as more investors seek guarantees
Dec 01, 2025
AI, rates, and the new digital gold rush: What’s next for infrastructure?
Dec 01, 2025
UMA vs. SMA: Should your clients choose a unified managed account or a separately managed account?
Dec 01, 2025
Portfolio management software for advisors: Key features and benefits to look for
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