financial advisors
The latest news about financial advisors: headlines, AI summaries and the full story from every source.
- Wealth Solutions Report Announces Inaugural Top Financial Advisor Recruiters of the Year
- Bill Evans Joins Gateway Financial Partners to Serve Ultra High Net Worth Clients
- Active Investment Company Alliance Hosts Annual Roundtable for CEFs, BDCs, Interval Funds in New York
- FuturePlan by Ascensus Hires Grant Livingston to Expand New England Operations
- Prospera Financial Services Welcomes John Farren to Its Expanding Wealth Management Platform
- BAM Mutual Launches Initiative to Engage New Investors in Municipal Bond Market
- Edward Jones Launches AI-Powered Retirement Plan Management Solution in Partnership with Aboon and RPAG
- Prudential Advisors Renamed to Reflect Wealth Management Focus
- CAPTRUST Expands in New York by Acquiring Compass Advisors and Long Island Wealth Management
- AI Enhances Productivity for Financial Advisors Rather Than Replacing Them
- Anthropic Integrates Claude with Schwab and BlackRock in Wealth Management
- Winthrop Wealth Adds Scott Cohen and Robert Abendroth as Wealth Advisors
- Anthropic Launches AI Platform to Assist Financial Advisors
- Wealthbox Integrates CRM Data with Anthropic's Claude for Financial Advisors
- Edward Jones Research Reveals Lack of Preparedness Among Financial Advisors for Succession Planning
- Pallas Capital Welcomes Emily Richard as Vice President of Wealth Management
- Jeff Cave Joins OneAscent as Senior Vice President of Strategic Partnerships
- Prudential Advisors Welcomes Zachary Karason to Mid America Financial Group
- Allworth Financial Acquires Two Firms to Exceed $40 Billion in Assets Under Management
- FP Alpha Enhances AI Capabilities for Forward-Looking Tax Planning
- Vanguard Acquires Altruist in $4 Billion Deal
- Retirees Should Be Cautious: Rolling Over a 401(k) into an IRA Is Often Irreversible
- JPMorgan and Morgan Stanley Face Lawsuits Over Buyout Deal Roles
- Oppenheimer Hosts Fifth Annual Next-Gen Peer-to-Peer Forum for Financial Advisors
- Worthy Analyzes $1 Billion in Client Income as Tax Tech Grows
- Tampa-Based Wealth Management Team with $1.3 Billion in Assets Joins UBS from Bank of America Private Bank
- Raymond James Grows Advisor Count and Assets Under Administration, Driving Fee-Based Revenue Growth
- d1g1t Launches MCP Server to Integrate AI Tools into Financial Advisor Workflows
- Lenox Advisors Recognized in Forbes/SHOOK Research Best-in-State List
- PennantPark Joins CAIS Platform to Expand Access for Financial Advisors
- Northwestern Mutual Leads in Forbes' Top Financial Security Professionals List
- Cetera Welcomes Edward Duffy and His Lexington Financial Team with $608 Million in AUA
- Steward Partners Recognizes Six Advisors on AdvisorHub's 2026 List
- NAPFA Introduces New Fiduciary Standard for Financial Advisors
- $725M JPMorgan Advisor Joins LPL Financial's Genesis Wealth
- VanEck Model Portfolios Now Available Through Amplify Platform
- Cetera Welcomes Former Commonwealth Advisors with $490 Million in AUA
- Dan Scholz Named 2026 Terry Headley Lifetime Defender by NAIFA
- Cetera Welcomes Mark Yatros and Allegiant Wealth Strategies with $176 Million in AUA
- Cetera Welcomes Jaakko 'Jack' Kasko and His Team with $150M in AUA
- RIA and IBD Channels See Largest Advisor Gains in 2025
- RIAs Pay Customized Fees to Schwab as Custodian
- Concorde Launches Advisor Development Initiative Knowledge for Profit, Led by Jeffrey Bangerter
- Former Wells Fargo Advisors Team Launches $600M RIA Firm
- Millennial Investors More Likely Than Baby Boomers to Involve Financial Advisors in Family Financial Planning
- RFG Advisory Invests in AI Notetaking Platform Zocks
- $500M Pointes North Wealth Management Moves to Osaic’s W-2 Channel
- Market Guard Surpasses $2 Billion in Assets Under Management
- RFG Advisory Partners With Bitwise to Launch Crypto Model Portfolios for Financial Advisors
- Manulife Wealth and Asset Management Launches Dedicated Alternative Investments Team for Financial Advisors