Also, Raymond James lands a $420M father-son team from Edward Jones, Cetera recruits a $350M LPL duo, and Cambridge acquires ...

With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting ...

The latest SEC Enforcement Activity report finds that the watchdog agency has only started four regulatory cases against ...

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with ...

When Mindy Neira, a wealth manager and principal at Modera Wealth, joined her firm, she was asked what she was passionate about.

A new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.

Rising Part B costs will absorb much of Social Security's 2026 cost-of-living adjustment — leaving less room in retirees' ...

Experts say RIA owners often resist making themselves replaceable. But they'll have to choose between an internal or external ...

Brian has enjoyed a wide-ranging career in journalism and marketing, from covering Illinois government and politics and the largest casinos in the world, to the halls of higher education and ...

From time-tested appetizers to secret family mains, join us for an eight-course extravaganza — a menu exchange from wealth ...

FP's general knowledge continuing education quiz is aimed at keeping advisors current on timely, important issues in wealth ...

The hidden costs of free AI tools go beyond simple feature upgrades. Non-enterprise versions of AI tools often lack advanced ...