RIA Leaders: Top 10 firms by number of financial advisors for 2025
Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.
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Know Your Niche: Serving LGBTQ and special needs families
Mindy Neira found that embracing her passions helped build a niche that fulfills her.
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Model portfolios and other ways to devote more time to clients
A new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.
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Guidance issued for tip and overtime deductions
In Notice 2025-69, the IRS and the Treasury offer clarifications and examples of how to claim the One Big Beautiful Bill Act deductions.
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Medicare premiums erode Social Security COLA in 2026
Rising Part B costs will absorb much of Social Security's 2026 cost-of-living adjustment — leaving less room in retirees' budgets.
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Wells Fargo whistleblower alleging sham interviews wins right to sue
Wells Fargo had argued that FINRA arbitration was the correct forum for a complaint brough by an ex-employing alleging the firm had used false interviews to boost its diversity credentials. Now the whistleblower will have his day in court.
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The RIA founder's dilemma: Choose your successor or sell
Experts say RIA owners often resist making themselves replaceable. But they'll have to choose between an internal or external deal someday.
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An FP Friendsgiving: A holiday recipe roundup from leaders in the wealth industry
From time-tested appetizers to secret family mains, join us for an eight-course extravaganza — a menu exchange from wealth management names you know and love.
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FP's November CE quiz available; earn credit now
FP's general knowledge continuing education quiz is aimed at keeping advisors current on timely, important issues in wealth management — and helping them maintain professional certification.
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Why advisors keep saying goodbye to Commonwealth, LPL Financial
LPL executives have said they're well on the way to retaining 90% of the client assets they're seeking to bring over from their recent purchase of Commonwealth. But advisor departures have ticked upward.
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Free AI tools fall short for advisors handling client data
The hidden costs of free AI tools go beyond simple feature upgrades. Non-enterprise versions of AI tools often lack advanced data protection features.
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As 2026 nears, advisors address financial resolutions with clients
With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and spark action.
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Finance billionaires warn of rising private credit risks
Concerns grows that the the $1.7 trillion private credit industry could be adding hard-to-detect risks to the U.S. financial system.
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UBS bets on advisor training while CEO gives reality check on profits
As CEO Sergio Ermotti says it's almost impossible for the firm's U.S. wealth management business to match rivals' profit margins, UBS seeks to help new and existing advisors sharpen their expertise.
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Gen Z investors are all-in on Roth. Here's why
Generation Z is favoring Roth accounts like no generation before, new Fidelity research shows. Here's why younger investors are betting on post-tax retirement savings.
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10 best-, worst-performing international equity funds of past 3 years
Falling client risk tolerance and domestic turmoil may mean that these international equity funds could be more attractive to investors looking for diversification.
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NewEdge nabs $6B team, Janney pulls from UBS: Advisor Moves
Wells Fargo recruits a $543M JPMorgan team, Raymond James adds a $360M family practice and Beacon Pointe acquires a women-led RIA.
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Why abandoning maximum returns can work with glide paths
Glide paths may not deliver the highest returns, but experts say they account for behavioral limits that other strategies overlook.
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The top fee-only RIAs ranked by AUM in 2025
This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 billion combined.
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Big tech outages don't have to shut down business for prepared advisors
Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and data to prepare for the next outage.
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