Fidelity Investments added more than $148 billion in assets from new workplace savings and company stock plan clients through the first seven months of the year, the company said in a release.
It noted that more than 1,200 organizations became plan clients over that time period, bringing total clients served to 24,400, representing 32.2 million participant accounts and more than $2.5 trillion in client assets.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
