Osaic's Empowered Independence reached roughly $20 billion in a year and a half as succession pressure pushes advisors toward becoming W-2 employees
By Andrew CohenA Goldman Sachs survey of 569 clients finds UHNW philanthropy hit $250 billion in 2025, reshaping the advisor conversation around giving.
Broker-dealer enforcement actions surged 66% as the SEC and state regulators cracked down on Ponzi schemes and digital asset fraud.
The deal adds $221 billion in AUM and bolsters Marsh's alternatives and model portfolio capabilities for advisors.
Two longtime Ohio collaborators bring their combined billion-dollar books to LPL's independent platform.
New Jackson research finds multi-generational financial obligations are leaving pre-retirees dangerously off track.
New connectors bring IRS data. planning workflows, and meeting intelligence into AI assistants as RIAs make AI integration a top growth investment
The ex-Carson and Commonwealth executive will build out ultra-high-net-worth services as enterprise RIAs compete beyond scale
Sam Su worked at UBS Financial Services in San Francisco from 2008 to 2023 before jumping to Morgan Stanley.
Conquest opens to individual advisors as competition heats up in financial planning software.
For Wells Fargo Advisors, the best way to evolve technology is to work directly with advisors
Linda Bestepe saw borrowing move beyond advice. MassMutual built a shelf to bring it back into view.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As competition among custodians intensifies, Schwab’s Julian Lopez explains what enterprise RIAs want most: help with integration, organic growth and developing talent.
Speaking to InvestmentNews before the US midterms and subsequent market volatility, Schwab Asset Management’s CEO and CIO Omar Aguilar says cash-rich hyperscalers differ from past bubbles, but credit markets bear watching.
Christopher Lvoff, managing director and lead cross-asset client portfolio manager within global wealth management at Apollo, sits down with InvestmentNews anchor Gregg Greenberg to discuss the factors advisors need to weigh before adding private market assets to a client portfolio.
Peter Kerr, chief strategy officer at Willow Wealth, sits down with InvestmentNews anchor Gregg Greenberg to discuss whether the market is at a turning point in terms of adding private market asset to individual investor portfolios.
Tom Kiley, Chief Distribution Officer. at Calamos, sits down with InvestmentNews anchor Gregg Greenberg to discuss the rise of autocallable ETFs and explain how they fit into client portfolios.
Nancy DeRusso, head of client solutions at Guardian, sits down with InvestmentNews anchor Gregg Greenberg to highlight the importance of “holistic planning,” as well as how advisors should navigate the intersection of business and personal finances.
One request. Three overlapping issues. Here's what advisors often miss.
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Learn why value, liquidity and succession must be planned together to preserve value and control.
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