PEP assets hit $34bn at year-end 2025 as advisors navigate mandate deadlines and a 48% employer interest rate.

Wall Street is printing money in 2026, with NYSE investment firms on pace for a stronger year than anticipated; profits ...

LPL picks up $1.1B from Wells Fargo's independent channel as the wirehouse gains a $410M family team from UBS.

The RedBird-backed RIA aggregator is putting its finance chief's experience to good use as he takes charge of M&A, operations ...

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for ...

RIA's new $2.9 billion unit has roughly 20 advisors, aims to bring family office services to athletes and entertainers ...

American Equity's Daniel Biagini, ART e-book, says rising rates make fixed index annuities more competitive than ever, and ...

A state-by-state analysis of retail investor behavior reveals AI-powered research tools are reshaping how clients approach investment decisions.

Smaller RIAs using AQR's popular long-short strategies bring custodians more risk and less revenue, one RIA founder tells ...

Beth Emswiler and Andrew Borner join as senior managing directors as the private bank widens its push for ...

Morningstar advisor survey finds admin work, rising client demands are offsetting efficiency gains from greater technology ...

With 8.6% of advisors set to switch firms in 2026, Cerulli says advisor recruitment hinges on technology, branding and HNW ...