A recent survey of RIA executives by DeVoe & Company also sees a gap between RIA seller expectations and buyer valuation ...

Wells Fargo and Morgan Stanley both reported higher year-over-year revenues, driven by IPO inflows and strong advisor ...

RIAs of all sizes are starting to grapple with the cost and implementation of AI, potentially speeding some smaller firms to ...

Morgan Stanley pulled in over $148 billion in new wealth assets in Q2, with more than half tied to the recent IPO frenzy ...

Technology and AI push advisors beyond fund monitoring toward helping sponsors navigate complex retiretech solution ...

Baker provides important guidance on interpreting the scope of authority under a durable power of attorney, particularly when ...

The IRS released final regulations identifying certain charitable remainder annuity trust transactions as listed transactions ...

American Beacon Advisors and Mercer Investments team up to offer advisors professionally managed model portfolio suite ...

Michael Kitces shares findings from his 2025 Financial Advisor Wellbeing study on what factors shape advisor satisfaction, ...

James Bogart discusses intentional growth strategies, digital client acquisition and investing in future advisors ...

Almost three-quarters of those set to inherit from Baby Boomers are already in the top 10% by household net worth ...

The San Diego-based team joins through Quotient Advisor Partners, focusing on high-net-worth clients and multi-generational ...