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Latest from Advisors

NewsThe Portfolio

Franklin Templeton's Stanhope puts alpha ahead of tax in long-short

He says advisors who lead with harvesting risk client disappointment as direct indexing accounts carry embedded gains.

By The PortfolioOct 23, 8:13 a.m. ET

The Advisor's Note

Merrill raises 2027 growth-award bar to $7.5M and 4 net households

Opinion8:07 a.m.

The Practice

Vanguard auto-enrolls $1 million–$10 million clients in Flagship

NewsYesterday

The Practice

SEC approves FINRA rule letting broker-dealers market projected returns

NewsYesterday

Latest

Merrill raises 2027 growth-award bar to $7.5 million and a net four new households

Yesterday

The Portfolio

Blackstone private wealth AUM hits $330B as distributable earnings fall 9%

Yesterday

The Move

Merrill to add targeted 2027 advisor bonuses, keeps core grid

Yesterday

The Portfolio

Evergreen fund auction could offer an exit when redemptions are prorated

Yesterday

The Book

Treasury and IRS replace retirement plan correction framework and create IRA correction program

Yesterday

The Practice

EP Wealth's Brian Parker says organic growth drives firm value, not deal metrics

Yesterday

The Book

All

Higher rates can cut closely held business valuations and open an estate-gift window

Yesterday

Slott Report: HSA contributions fall to self-only limit when one spouse enrolls in Medicare

Yesterday

Allianz survey finds 34% of Americans expect Medicare to cover long-term care

Yesterday

The Exit

All

Wolfe Research's Steve Chubak explains how investors separate recruiting and organic growth

Yesterday

RIA acquisitions through Sept. 22, 2026, ran 19% below 2025 pace

Oct 21

The Move

All

Kintra Wealth adds Scott Seymour's $355M practice to advisor-owned platform

Yesterday

Wealthcare, Mariner pitch 1099 affiliation to advisors fed up with Form ADV work

Oct 21

The Practice

All

Multi-owner firms with $100M–$1B in assets had 48% higher EBITDA multiple, Wealth Solutions Report column says

Yesterday

A $2.8B RIA's 18-month AI rollout delivered speed and a 'probably' on value

Yesterday

WealthManagement.com column says Vanguard-Altruist deal raises advisor fee question

Yesterday

Wealth management

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Specialist

Research & data

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Advisors

Latest from Advisors

Franklin Templeton's Stanhope puts alpha ahead of tax in long-short

Merrill raises 2027 growth-award bar to $7.5M and 4 net households

Vanguard auto-enrolls $1 million–$10 million clients in Flagship

SEC approves FINRA rule letting broker-dealers market projected returns

Latest

Merrill raises 2027 growth-award bar to $7.5 million and a net four new households

Blackstone private wealth AUM hits $330B as distributable earnings fall 9%

Merrill to add targeted 2027 advisor bonuses, keeps core grid

Evergreen fund auction could offer an exit when redemptions are prorated

Treasury and IRS replace retirement plan correction framework and create IRA correction program

EP Wealth's Brian Parker says organic growth drives firm value, not deal metrics

The Book

Higher rates can cut closely held business valuations and open an estate-gift window

Slott Report: HSA contributions fall to self-only limit when one spouse enrolls in Medicare

Allianz survey finds 34% of Americans expect Medicare to cover long-term care

The Exit

Wolfe Research's Steve Chubak explains how investors separate recruiting and organic growth

RIA acquisitions through Sept. 22, 2026, ran 19% below 2025 pace

The Move

Kintra Wealth adds Scott Seymour's $355M practice to advisor-owned platform

Wealthcare, Mariner pitch 1099 affiliation to advisors fed up with Form ADV work

The Practice

Multi-owner firms with $100M–$1B in assets had 48% higher EBITDA multiple, Wealth Solutions Report column says

A $2.8B RIA's 18-month AI rollout delivered speed and a 'probably' on value

WealthManagement.com column says Vanguard-Altruist deal raises advisor fee question