RIA firms are hiring more financial advisors than ever in 2026. Learn what's driving advisor demand, the talent shortage, and how independent firms are comp
BrokerHunter, based in Cumming GA has been named to the University of Georgia Alumni Association’s 2025 Bulldog 100, a list of the 100 fastest-growing...
Wells Fargo has tapped executive Erik Karanik to be head of Independent Solutions for its Wealth & Investment Management unit, which includes Wells Fargo
An American Enterprise Institute paper published in January by the prominent policy researchers Alicia Munnell and Andrew Biggs immediately sparked a debate
The boom in direct retail accounts at brokerages during the pandemic tapered off by 2022 as new investors began to seek more hands-off ways to steward their
J.P. Morgan Securities agreed Monday to pay $18 million to settle Securities and Exchange Commission charges that the firm impeded hundreds of advisory
In recent years, retirement plan sponsors have increasingly adopted automatic solutions to help employees save more for retirement, according to research
Centers of long-standing power and influence are “falling tremendously out of favor,” likely leading to significant changes in the years ahead, DoubleLine
Sometimes financial advisors run into highly unusual Social Security situations with their clients. The questions clients ask are off the beaten path and ca
The sweeping tax overhaul enacted in 2017, known as the Tax Cuts and Jobs Act (TCJA), provided a number of income and estate tax reductions and changes.
After firms and technology vendors across wealth management have rushed to capitalize on the increasing buzz surrounding artificial technology, issues like
The latest data released by the trustees of the Social Security program offers a stark warning to financial advisors and their clients: The primary trust
