RIAs & Financial Advisors
Altruist Lands $450M Custody Win With Holistic Planning
Holistic Planning has selected Altruist as its preferred custodial partner and plans to transition ...Read more
What Advisors Are Hearing About Trump Accounts
As Washington's latest legislative proposals reshape the personal finance landscape, one provision ...Read more
Hightower Elevates Its Family Office Offering for UHNW Clients
Hightower Advisors is expanding its Hightower Family Office platform, broadening the suite of servi...Read more
New Jersey Moves to Protect Independent Advisors From Employee Reclassification
Independent financial advisors in New Jersey may avoid a sweeping regulatory shift after state lawm...Read more
Investment Advisor Industry Reached New Heights in 2025
The U.S. investment advisor industry continued its long-running expansion in 2025, reaching record ...Read more
$1B Ex-JP Morgan Advisor Joins Cresset
Cresset has recruited a top financial advisor from JP Morgan, where she oversaw roughly $1 bi...Read more
Cetera Financial Snags $490M Team from Commonwealth
Cetera Financial Group is continuing to pluck advisory teams from Commonwealth Finan...Read more
Voya IM Launches Multi-Manager Alternative CITs for DC Plans
Voya Investment Management has launched a new series of multi-manager collective investment trusts ...Read more
‘A Competition for Talent and Mindshare’: Inside Charles Schwab’s Race for Its Wealth Advisory Expansion
As Charles Schwab quietly announced its plan to expand into local markets with ...Read more