In the news
Cited stories from the publications wealth advisors actually use. We summarize and link out; the source gets the click.
Curated from: TheStreet · Fortune · MarketWatch · InvestmentNews · Kitces · CNBC · ThinkAdvisor
Michael Burry flags $3 trillion valuation concern with SpaceX IPO, raising questions about founder-driven company risk and concentrated-stock exposure for HNW investors.
California billionaire tax faces union opposition despite $118M donor campaign led by Sergey Brin; Newsom pushes for passage, raising stakes for HNW tax planning.
A couple with no heirs explores philanthropic giving as a way to create meaning and impact in their community.
Mega-RIA picks up $250M advisor, while three firms head for &Partners.
BofA: Wealthy Americans bet on private markets, family firms as $124T transfer accelerates.
Fidelity is expanding its ETF share options, joining a fast-moving industry shift after SEC cleared the way.
Fidelity is expanding its ETF share options, joining a fast-moving industry shift after SEC cleared the way.
This article discusses the challenges of maintaining family fortunes and the importance of estate planning.
Edward Jones adds JPMorgan to its retirement plan lineup, targeting the underserved small business 401(k) market.
Wirehouse vets target founders navigating liquidity events with a new fiduciary firm in San Francisco.
OpenArc taps retirement industry veteran Kevin Crain as strategic consultant.
After SpaceX, more mega-IPOs are on deck. This is what advisors should know
Why high-net-worth clients need to rethink time, health, and wealth
Why high-net-worth clients need to rethink time, health, and wealth
Wealth managers explain why family values and history are crucial components of legacy planning.
Wellington Management's Christina Kopec Rooney discusses the impact of institutional wealth management on RIAs.
Learn how to better assist business owner clients at different stages of their business journey.
RIA dealmaking continues to hold its pace, with two firms announcing moves targeting first responders and West Coast growth.
Two RIA firms have announced deals adding over $1.2 billion in combined assets, targeting first responders and West Coast growth.
Two RIA firms have announced deals adding over $1.2 billion in combined assets, targeting first responders and West Coast growth.
Foundations Investment Advisors and its CEO have agreed to pay fines for undisclosed conflicts of interest.
The Social Security retirement trust fund may be depleted in late 2032, according to the new SSA trustees report, impacting full benefits for retirees.
Hightower expands its services for ultra-high-net-worth clients, including institutional investment consulting and advanced planning.
Illinois investment advisor indicted in a $4M Ponzi fraud scheme targeting clients and fabricating account statements.
David Mozeika, founder of an RIA managing $350M in assets, shares how he puts client cash flow at the center of his planning process to grow his practice.
Robinhood is expanding its RIA referral program, offering a mobile app-based client-to-advisor match pipeline with a 25% revenue share and $250,000 client minimum.
New data from FINTRX shows that breakaway teams and mergers & acquisitions are reshaping the US wealth management landscape, with Wisconsin emerging as a significant player.
Webull adds mutual funds to IRA accounts, making it easier for retirement savers to access professionally managed products in one place.
A survey by CFP Board reveals that financial advisors' median income is $195,000 in 2025, with professionals earning 11% more than their peers.
Discover how financial planners earned in 2025, a piece essential for advisors looking to stay informed about industry earnings and trends.
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