UBS chief data and analytics officer Joe Cordeira says AI won't replace advisors. But it can help them by providing little ...

A tweak to the deductibility of gambling losses may not bring in a lot of tax revenue, but it could certainly alter a lot of ...

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 ...

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

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 ...

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

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

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