In the news
Cited stories from the publications wealth advisors actually use. We summarize and link out; the source gets the click.
Curated from: Business Insider · RIABiz · InvestmentNews · WealthManagement.com · Wealth Solutions Report · CNBC Financial Advisor · Kitces · The Tax Adviser · Financial Samurai · MarketWatch
Milk Bar founder Christina Tosi shares her hiring approach, emphasizing the importance of understanding roles thoroughly before bringing in new talent.
Fidelity's move to exclude smaller RIAs from its platform could backfire, according to financial advisor and blogger Michael Kitces.
Tesla has released a new feature allowing its cars to drive away from charging stations while connected, designed for emergency use only.
Pontera is repositioning itself as a trusted AI agent gatekeeper, potentially resolving the impasse with Fidelity and offering its services to millions of clients through Schwab's new platform.
Cerity Partners adds three firms in a deal hat trick, adding about $2 billion to their client base.
Cornerstone Capital, Echo Wealth Management, and Compass Wealth Management join Cerity Partners in a deal hat trick.
President Donald Trump's daughter-in-law, Lara Trump, warns that the war in Iran could cost Republicans control of midterms elections.
Fidelity is raising the asset minimum for advisors custodying with them, affecting those under $100 million in client assets.
FPA has launched a new version of its PlannerSearch tool, now more interactive and visible in AI search.
Larry Roth, an industry veteran, has joined WealthStream's strategic advisory board to guide enterprise strategy and partnerships.
A couple in their late thirties are creatively managing wedding costs, leveraging the generosity of friends to keep expenses low for a meaningful celebration.
Three experienced bartenders share their insights on which drinks are in and out for fall, highlighting the popularity of savory cocktails and produce-forward beverages.
Concurrent has acquired Spire Investment Partners, adding 30 advisor teams to its RIA platform.
Third Circuit scraps a decades-old materiality shortcut in securities fraud cases, impacting the industry.
SEC sues crypto AI platform over $12.5M in bogus SEC filings and trading signals.
Vinod Khosla's public stance on a spat between rival AI coding startups has sparked controversy and is of particular interest to HNW advisors managing complex client portfolios.
The SEC is proposing an investor exam to expand access to private markets, which could benefit high-net-worth clients and advisors.
Cerity Partners has expanded its presence in Silicon Valley, Minneapolis and Atlanta with the addition of Cornerstone Capital, Echo Wealth Management and Compass Wealth Management.
Feathery’s Zack Khan discusses how AI can transform workflows and provide operating leverage for RIAs.
Timewise Financial’s Caroline Piehl explores the importance of next-generation leadership in wealth management, including firm succession and changing client expectations.
FPA has launched a new version of its PlannerSearch tool, now more interactive and visible in AI search.
FPA has launched a new version of its PlannerSearch tool, now more interactive and visible in AI search.
An ex-MLB player-turned-wealth executive questions the math behind MLB expansion, suggesting RIA clients may be better off buying into existing clubs.
Financial advisors need to articulate the value of their services in a way that prospects can understand, especially given the cost.
A $1.3B UBS team is moving to Wells Fargo, highlighting continued advisor attrition at UBS in favor of Wells Fargo's FiNet affiliate.
The IRS has proposed changes allowing automatic enrollment in Trump accounts, potentially creating millions of new accounts.
An SEC proposal would let registered investment advisors charge a fee up to 20% based on a fund’s performance, putting the fee structure in line with some hedge funds.
An SEC proposal would let registered investment advisors charge a fee up to 20% based on a fund’s performance, putting the fee structure in line with some hedge funds.
An SEC proposal would let registered investment advisors charge a fee up to 20% based on a fund’s performance, putting the fee structure in line with some hedge funds.
An SEC proposal would let registered investment advisors charge a fee up to 20% based on a fund’s performance, putting the fee structure in line with some hedge funds.
An SEC proposal would let registered investment advisors charge a fee up to 20% based on a fund’s performance, putting the fee structure in line with some hedge funds.
A financial advisor's $1 million venture capital commitment was called in just six months, highlighting the importance of FIRE (Financial Independence, Retirement Early) in managing new debt.
Learn strategies to minimize the impact of the new 0.5% of AGI floor on charitable contributions and itemized deductions for high-net-worth individuals.
An 80-year-old homeowner is considering selling their house due to dangerous stairs, while another 47-year-old bitcoin investor wonders if they should spend thousands renovating their home.
A 47-year-old bitcoin investor is considering spending thousands renovating their home, while a 80-year-old homeowner is considering selling their house due to dangerous stairs.
XYPN adds a new member benefit to its network, offering retirement distribution planning software to all 2,300-plus members.
XYPN partners with Jump to provide AI tools to its advisors, offering discounted access to various features.
A 47-year-old bitcoin investor is considering spending thousands renovating their home, while a 80-year-old homeowner is considering selling their house due to dangerous stairs.
SEC charges two firms with $15M WhatsApp and crypto fraud schemes.
BNY Pershing is restructuring its multi-custodial wealth management platform into a larger wealth solutions business.
FINRA bars a former LPL representative for transferring client funds to a personal LLC.
The article explains two ways to maximize a potential multimillion-dollar tax break for small business owners.
The article lists 15 investment must-reads for financial advisors, covering various topics.
Raymond James launches public/private model portfolios for high-net-worth and ultra-high-net-worth clients.
Adhesion Wealth partners with Fidelity Investments to offer advisors custom model construction with automated tax optimization and rebalancing.
Northwestern Mutual has launched family office services for clients with at least $50 million in net worth, highlighting the growing trend of specialized services for high-net-worth individuals.
M&A and recruitment news from leading financial services firms like Cerity, Verdence, and LPL.
How AI can help advisors focus on human interactions in their practice.
North American family offices are optimistic about AI and private equity, but cybersecurity is a top concern.
Dana Anspach, founder of Sensible Money, discusses scaling her $850 million RIA to $850M in assets under management while maintaining a differentiated service approach.
Merrill Lynch introduces new fees for asset managers, potentially benefiting third-party managers who pay them, while Hightower Advisor names new presidents for its business units.
Merrill Lynch introduces new fees for asset managers, potentially benefiting third-party managers who pay them, while Hightower Advisor names new presidents for its business units.
Third-quarter RIA deals fell 19% as private equity-backed buyers increasingly target firms with $1 billion-plus in assets.
Northern Trust bulks up family office team with New York hires
Northern Trust bulks up family office team with New York hires
RIA founders need to build a business that serves ultra-high net worth clients and manage it effectively to attract and retain them.
RIA M&A slowdown threatens record streak, DeVoe says
Stansberry spinoff Meristead Wealth debuts as national RIA near $1.4B AUM
LeBron James, reflecting on his career at 41, shares insights on when he might retire from basketball and how it affects him personally.
President Trump and Anthropic CEO Dario Amodei are set to have a dinner meeting, highlighting the growing interest in AI regulation among key power brokers.
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