After the newly crypto-friendly Donald Trump won reelection, bitcoin jumped over $100,000. Many advisors and even more ...

One of the most consequential M&A deals in years leads this roundup of the many ways big independent firms grew in 2025 and ...

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

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

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

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

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

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

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

This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 ...

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

After years of strong market returns, concern over stretched equity valuations is rising. Could a long-overlooked options ...