The potential disruption of the AI market is shaking up some investment theses. But many are waiting for the dust to settle ...

Salient Wealth Planning Group is the latest advisory team to leave Osaic after the integration of its broker/dealer entities.

Pennsylvania-based Legacy Planning Partners represents the latest addition to Hub Retirement and Private Wealth, a Hub division servicing about $172 billion in total assets.

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

Financial Services Institute CEO Dale Brown acknowledged the organization wasn’t as familiar with potential DOL Head Rep.

SageSpring is Dynasty’s largest RIA partnership to date and boosts total assets on its platform to $105 billion.

Osaic Institutions, the company’s broker/dealer entity that focuses on advisors at banks and credit unions, is bringing Navy ...

This follows news in June that Arax had acquired SRS Capital Advisors, a Denver-based RIA with $1.7 billion AUM. That firm ...

Advisors Jerod Wurm and Casey Frye in Roseville, Calif., join Carson from Wells Fargo Advisors Financial Network.

They’re trying to make an example of Darren Reinig so they can send a message to the broader advisor community that if you ...

4. Prevent kids from running on the hedonic treadmill.

With AI-powered tools, offering estate planning insights is no longer daunting and time-consuming. Instead, it’s a ...