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CEO rails against DEI rollbacks
PRACTICE MANAGEMENT MAR 27, 2025
CEO rails against DEI rollbacks

Claims of merit miss the point, according Stoy Hall.

By Chris Davis
Should RIAs brace for a pullback in deal valuations?
PRACTICE MANAGEMENT MAR 26, 2025
Should RIAs brace for a pullback in deal valuations?

Eric Leeper of FP Transitions offers fresh perspective on M&A deals, why buyers are getting more discerning, and how would-be sellers can boost their practice value.

By Leo Almazora
Dynasty forges RIA custody partnership with Goldman Sachs
RIAS MAR 26, 2025
Dynasty forges RIA custody partnership with Goldman Sachs

The collaboration gives Dynasty's $105 billion network of over 500 advisors access to new custodial services, asset management, and lending expertise.

By Leo Almazora
Focus on clients, not compliance – why Gary Corderman found his fit with Farther
PRACTICE MANAGEMENT MAR 25, 2025
Focus on clients, not compliance – why Gary Corderman found his fit with Farther

This wealth management platform finally delivers on the technology promises other firms couldn't - giving advisors a better way to scale and serve

By Manal Ali
Wells Fargo keep hiring senior executives for its RIA business
RIAS MAR 25, 2025
Wells Fargo keep hiring senior executives for its RIA business

The financial advice industry has waited for years to see if the wirehouse would embrace RIAs.

By Bruce Kelly
Should advisors be preparing for next week's 'Liberation Day'?
PRACTICE MANAGEMENT MAR 25, 2025
Should advisors be preparing for next week's 'Liberation Day'?

President Trump dubbed April 2 as 'Liberation Day' when all his tariff plans will be revealed. Advisors offer their views on the market's latest make-or-break date.

By Gregg Greenberg
Wealth firms still going for growth amid market disruption, Natixis finds
RIAS MAR 25, 2025
Wealth firms still going for growth amid market disruption, Natixis finds

Poll of firms across RIAs, wirehouses, and private banks offers fresh insights around ETFs, alternative investments, and AI adoption.

By Leo Almazora
CAIS unveils alts model portfolio marketplace for advisors
ALTERNATIVES MAR 24, 2025
CAIS unveils alts model portfolio marketplace for advisors

The alternatives giant's latest enhancements smooth the way for clients to get hedge fund and private markets access.

By Leo Almazora
State Street's Charles River, iCapital team up for innovative UMA solution
ALTERNATIVES MAR 24, 2025
State Street's Charles River, iCapital team up for innovative UMA solution

New platform helps advisors manage public and private assets in one place.

By Steve Randall
Assetmark debuts new advisor succession planning program
PRACTICE MANAGEMENT MAR 21, 2025
Assetmark debuts new advisor succession planning program

The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.

By Leo Almazora
Flourish aims to shake up RIA lending capabilities through acquisition
FINTECH MAR 21, 2025
Flourish aims to shake up RIA lending capabilities through acquisition

MassMutual's fintech platform to add AI-powered insights, data.

By Steve Randall
CFP Board doubles down on women's focus with new program
WOMEN ADVISOR COMMUNITY MAR 20, 2025
CFP Board doubles down on women's focus with new program

The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, and building out the female talent pipeline.

By Leo Almazora
UBS to be 'the biggest loser' in fight for advisors in 2025, recruiting firm predicts
PRACTICE MANAGEMENT MAR 20, 2025
UBS to be 'the biggest loser' in fight for advisors in 2025, recruiting firm predicts

Toward the end of last year, UBS said it was redrawing its pay plan for advisors.

By Bruce Kelly
How firms can win business from advice-seeking DIY investors
PRACTICE MANAGEMENT MAR 20, 2025
How firms can win business from advice-seeking DIY investors

JD Power survey finds 27 percent of robo users likely to seek an advisor, creating an opening for traditional wealth firms to unlock a younger market.

By Leo Almazora
Is LPL gearing up for another major acquisition?
BROKER DEALERS MAR 19, 2025
Is LPL gearing up for another major acquisition?

"LPL's salespeople are all over the place," said one senior industry executive.

By Bruce Kelly
Judge rejects Franklin Templeton’s bid to revive defenses in blockchain case
FINTECH MAR 18, 2025
Judge rejects Franklin Templeton’s bid to revive defenses in blockchain case

Ruling allows trade secrets and contract claims over fintech technology to proceed to trial.

More senior executives leave rebranded SoCal B-D, Realta
BROKER DEALERS MAR 18, 2025
More senior executives leave rebranded SoCal B-D, Realta

The firm’s CFO, head of recruiting, and head of advisor relations have followed its CEO out the door.

By Bruce Kelly
Women's History Month: Female advisors discuss financial industry strides
WOMEN ADVISOR COMMUNITY MAR 18, 2025
Women's History Month: Female advisors discuss financial industry strides

Four female wealth managers discuss the progress of women on Wall Street.

By Gregg Greenberg
More than three-quarters of advisors to embrace fee models by 2026, Cerulli says
PRACTICE MANAGEMENT MAR 18, 2025
More than three-quarters of advisors to embrace fee models by 2026, Cerulli says

Momentum continues for fee-based compensation as BD advisors ditch commissions and alternative compensation schemes emerge to lure diverse clientele.

By Leo Almazora
March Madness special: Should financial advisors let their clients pick longshots?
EQUITIES MAR 17, 2025
March Madness special: Should financial advisors let their clients pick longshots?

Taking home first prize in an NCAA tournament pool often requires picking longshots and upsets. The same might be said for winning in the stock market.

By Gregg Greenberg