As notetakers push into account opening, a consultant warns RIAs risk ‘buying redundancy’ instead of capability ...

LPL Financial has tapped a firm veteran, Ken Hullings, to take over as head of recruiting, one of the most coveted and prestigious jobs in the independent broker-dealer industry, as advisors from the ...

Super Intelligence revenue grew more than 800% in Q3, and a Starship launch and Tesla merger talk are on deck.

Unclaimed auto accounts can’t take family money, so advisors face questions on 529s, divorce terms, employer funding and stock gifts.

Better Markets’ Benjamin Schiffrin says the change clears a path for interval-fund and accredited-investor rules, but won’t touch daily advisor work.

Devenir finds 52% of HSA assets are now invested, reshaping how clients can plan for retirement health care costs.

With midterms near and public opposition rising, the president’s push puts AI infrastructure costs and community payouts in ...

Donated SpaceX stock generally can’t be refused or sold for years, leaving advisors to explain concentration risk to families ...

A new Morgan Stanley survey signals a fundamental shift in how employees view retirement benefits - and raises the stakes for ...

Hynes also believes that the rebranding to Prudential Wealth Advisors will help with recruitment. “Now we're really doubling ...

Latest DeVoe reports highlights IBDs buying practices and building W-2 RIAs, while an RIA dealmaker say buyers now pay more ...

Proposition 40 wealth tax could raise $30 billion, not $100 billion, as departures erode the base and voters remain split ...