Fiduciary Trust names Doris Meister president, CEO
Former Wilmington Trust chair and CEO takes the top job at Boston's Fiduciary Trust Company.
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Citi hires JPMorgan's Adam Clark to lead wealth planning
Longtime JPMorgan trusts and estates leader will run Citi's global wealth planning team as the bank pushes deeper into ultra-high-net-worth advisory.
CAIS doubles valuation to $2B with $170M Vista Equity raise
The raise brings more PE capital into RIA alts distribution, but also sharper scrutiny of platform conflicts.
Mili, Holistiplan Integration Puts Tax Data in Client Meetings
Advisers get a client's latest tax filing at the first meeting, making tax planning an ongoing part of the relationship.
Former SSA analyst wins award for Social Security claiming study
The research quantifies the complexity of spousal Social Security claiming strategies.
Breakaway Advisor Merges With Cerity Partners Three Years After Launch
Patrick Larkin's path from leaving Wells Fargo to selling his RIA illustrates how ownership shifts the focus to enterprise value.
Household-First Model Urged for Family Offices
Libretto CEO Jeff Coyle argues family offices should organize strategy around each household's balance sheet.
Cetera Recruits $420M Duo From Commonwealth
Tucker Bria Wealth Strategies joins Summit Financial after LPL's Commonwealth deal.
Diamond: Family Offices Win in Long-Cycle Middle Market
Patient family capital with $10 trillion in assets is a growing competitive threat to private equity, argues Ronald Diamond.
Barnum CEO: Predictable Lead Flow Drives Advisor Success
Barnum Financial's Blanco sees diversified lead channels as the antidote to unpredictable revenue.
Enterprise Value Built Over Time, Not at Sale
WealthManagement.com argues RIA value is a trajectory shaped by recurring revenue and client focus.
2027 Social Security COLA Projections Ease to 3.4%-3.6%
Lower inflation readings trim next year's cost-of-living adjustment forecast, shaping retirement income plans.
Generational Unpreparedness, Not Markets, Threatens Family Wealth
Campden Wealth report shows more families defining wealth's purpose, but next-generation engagement remains low.
Apex Launches Prediction Markets Platform, Tastytrade First
Apex's turnkey API gives RIAs and wealth firms access to Kalshi's event contracts, with Tastytrade as first adopter.
Ocorian survey: 75% of family offices to take more risk
Transparency in alternatives drives family office risk appetite, with private equity leading allocation gains.
Most Wealth Firms Use AI in Client Work, LSEG Finds
Advisor value is shifting from information gathering to judgment and client relationships.
Robinhood Accelerates Private-Market Fund Debuts
Robinhood is cutting the time to launch closed-end private-market funds as it pushes further into venture capital for retail customers.
Cerulli: 89% of firms cite family meetings as key best practice
Structured family meetings are emerging as a critical estate-planning tool for ultra-wealthy families, per Cerulli.
Dallas surpasses New York in financial jobs share
A shifting talent pool that RIA principals must factor into hiring and growth plans.
Veteran Duo Managing $316M Leaves Stifel for Raymond James
Raymond James picks up another veteran team as its 2026 recruiting run continues.
Treasury proposes $2,500 pre-tax Trump Account contributions
Advisors should weigh the modest deduction against 529 plans and other vehicles.
Pershing Square plans pre-IPO venture fund
Evergreen vehicle would give allocators access to Ackman's private stakes and family-office holdings.
Bloomberg Finds Signs of Fake Support for 401(k) Private Equity Plan
Manufactured comments could complicate the DOL rulemaking that retirement plan advisors are tracking.
Quebec's La Caisse returns 5.1% in H1, lags benchmark
Private-market losses offset listed equity gains for the institutional investor.
LPL lands $350M veteran duo from Corebridge
Tampa-based advisors move to independent platform, latest in a wave of veteran team recruiting.
Amplify, WealthReach partnerships target advisor efficiency
New integrations from Amplify and WealthReach promise to cut operational workloads and improve advisor discoverability.
Advisor360 CEO: AI resets trust in wealth software
New chief says data integration, not feature counts, will decide platform competition.
Citi hires JPMorgan veteran Adam Clark to lead wealth planning
The move underscores Citi's push into ultra-high-net-worth advisory as wealth revenue grows.
Capital Group: High-growth RIAs driving active ETF adoption
RIAs are leaning into active ETFs and model portfolios to free up time for client acquisition, Capital Group says.
Estate Planning Seen as Ongoing Service, Not One-Time Event
Advisors who treat estate plans as static risk client defection, with 68% of advised clients open to switching.
Orion, Goldman Sachs expand custody tech with AI onboarding
Orion's AI-powered account opening tool debuts on Goldman Sachs Custody Solutions, with more custodians to follow.
Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams
Recruiting roundup shows rivals picking off Commonwealth teams as Hightower expands.
Rachleff: Retail private funds are 'high-priced junk' amid Schwab Forge push
A two-day clash over whether retail investors belong in private markets, as Schwab closes its Forge deal and Wealthfront's chairman cries foul.
Goldman's Kniffen Discusses Evergreen Funds in Alternative Views
A Goldman executive in the third-party wealth channel talks private-market vehicles for advisors.
Vanguard hires Beverly Goodman to court RIAs
Ex-Barron's editor tasked with bridging Vanguard's low-fee message to the advisor-sold channel.
Goldman to Buy ETF Provider Neos for Up to $2.25B
Cash-and-equity deal would push Goldman's ETF assets to about $130 billion.
Trump Floats Capital-Gains Tax Indexing, Home-Sale Exemption
Advisors should treat both proposals as speculative until Congress acts.
Blackstone wealth AUM hits $324B; redemptions slow
Public alt managers leaned on the wealth channel in Q2 as redemption requests eased.
RIAs lose 2%-5% of AUM yearly to client withdrawals: Cerulli
Cerulli data shows aging clients spending down assets, casting doubt on the Great Wealth Transfer.
Grady-White Owner Gifts Firm to Trust, Spurning $400M Sale
Eddie Smith Jr. pledged 95% of future profits to charity by placing Grady-White Boats in a perpetual purpose trust.
Merit Buys $900M Former Commonwealth RIA Bridgeway Group
The $30.1 billion Atlanta RIA adds its sixth former Commonwealth team, closing its 61st deal.
Raymond James taps Schwab veteran to succeed retiring COO
Elyn Davis will lead client experience at the RIA custodian as Michelle Sovcik prepares to retire.
Integrated Partners Hires Team, Debuts SIGIL Family Office
A $25bn RIA has launched a virtual family office for ultra-rich business owners and families.
Mesirow Buys flexPATH's 3(38) Business in Retirement Push
Mesirow's second outsourced-fiduciary acquisition this year deepens its retirement plan offering.
Altruist margin lending targets Schwab, Fidelity long-short SMA bottleneck
A September launch could undercut rivals on margin and unblock tax-aware long/short separately managed accounts.
CFPB poised to let big banks charge billions in data fees
Big banks win data-fee fight, shaping fintech and RIA costs.
Vanguard's private-fund launch bypasses RIAs for Merrill, BofA
RIA access to Vanguard's new private funds is 'explored' but not offered as Merrill and Bank of America hold exclusive distribution.
Bezos Expeditions Tops Family Office AI Deals in 2026
Jeff Bezos' family office made five AI startup investments in June, CNBC reports, leading family office direct-deal volume this year.
Merit Adds $900M Commonwealth Team, Sixth Since LPL Deal
The Bridgeway Group deal brings Merit's Commonwealth team haul to $4.7 billion.
Early Trump Account funding pays $1.6M at retirement, Guardian finds
New Guardian research shows Trump Accounts reshape business-owner legacy planning.