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PwC finds profit per assets under management has fallen 19% since 2018, while legacy systems and fee pressure limit firms’ capacity to modernize.
Margins, client economics and team capacity can reveal whether asset growth is strengthening an advisory business or stretching it.
The $6.36 billion Binance theft rattled crypto-linked stocks, exposing portfolio risks that can sit beyond direct digital-asset holdings.
Stocks stalled as valuations eased and more companies gained ground. Investors are weighing cash generation, AI spending and a stronger dollar.
Altium’s addition pushes Hightower Signature Wealth past $50 billion in assets and expands its Northeast reach as the platform shifts toward integration.
Shawn Beber will lead Mesirow as the firm builds its wealth and retirement businesses through acquisitions, new hires and expanded fiduciary services.
The four-partner Georgia firm joins Carson Wealth as the company expands its integrated offices and builds out ownership paths for advisors.
Gregory Ricker’s departure follows allegations involving about 365 trades and more than $192,600 in losses and commission refunds. Two customer complaints remai...
Three Harbor Capital funds allege ZoomInfo overstated subscription health as executives sold more than $1.2 billion in stock. The claims remain untested.
ACT Wealth brings $637 million in assets and a specialty in airline pilot retirement planning as Beacon Pointe expands its advisory platform.
Nevis wants AI agents to handle advisor operations on Schwab’s platform. Schwab is keeping access read-only while it builds confidence and safeguards.
Only 38% of clients have a positive financial outlook, while planners report weaker confidence and continued growth in their practices.
U.S. home prices rose 1.7% year over year in September, but monthly declines and Cotality’s 0.9% forecast point to weaker momentum.
Four acquisitions pair advisory firms with larger platforms through succession planning, regional expansion, advisor development and integrated tax and investme...
Corporate plans fell 3.7% at the median in Q3 2026, while foundations and endowments gained 0.7%, reflecting sharply different portfolio mixes.
Raymond James brings a four-advisor Ohio team with more than $700 million; LPL adds a Pennsylvania practice reporting about $390 million.
A proposed SpaceX share for every American child could start a family conversation about investing, but advisors say habits matter more than returns.
Prop 40’s uncertain fate has advisers weighing residency records, private-company valuations and the cash demands a one-time wealth tax could create.
The 2026 Rising Star works with about 100 client relationships and leads a team of roughly 15, pairing broad financial planning with a focus on service.
The 11-person Fort Worth team brings $3.61 billion to a new independent firm backed by Elevation Point, with client continuity central to the transition.