U.S. ETF Industry Evolving as 2025 Flows Beat Annual Record
Active ETFs gain market share as the $1.2 trillion U.S. ETF industry evolves into low, medium and high-cost segments .
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Focus Partners Wealth Rolling Out New Advisor, Client Portal
The RIA has launched a new portal for some advisors and clients in its Focus Partners Wealth division, aiming to provide them with a “common framework” for financial planning.
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Advisor Sentiment Index: Advisors Remain Optimistic on Markets, Economy
Underlying the current healthy sentiment is a notable trend of rising negative outlooks for both the markets and the economy over the next 12 months.
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Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan and Noel Archard
Onur Ezran and Noel Archard detail how AllianceBernstein has ramped up to $9 billion in ETF assets in three years with 19 active funds.
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Advisors’ Share of Retirement Planning Assets Will Increase, But How?
Scale, specialization and integrated retirement-wealth models are defining the next generation of growth.
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Family Offices Merge to Create $10B Wealth Manager
St. Louis-based Matter Family Office and Denver's IWP Family Office have combined, backed by private equity firm BW Forsyth Partners.
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Rethinking Legacy Planning for Family Businesses
Succession isn't a box to check; it's a commitment.
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Day of Reckoning Coming Over 401(k) Participant Data
The battle between advisors and record keepers is heating up.
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Five Mistakes to Fix When Reviewing Estate Planning Documents
Catch these issues before your clients and their families face the consequences.
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$6B Team Departs UBS to Create Bicoastal RIA
Advisors Denis Cleary and Greg Devine have left the wirehouse to form 71 West Capital Partners, with BNY Pershing as their custodian.
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Cetera Fires Employee Accused of Racism in Instagram Video
In the viral video, a man at the Denver airport threatened to call ICE on an Uber driver, telling him to “get out” of “my country, not yours.”
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Zephyr's Adjusted for Risk: Exploring the Hypergrowth Investment Strategy
Ryan Nauman and Robert Zuccaro explore the concept of hypergrowth stocks, characterized by a sales growth of 40% or more, and how this asset class performs across various industries, not just technology.
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Q&A: Public REITs Q3 Fundamentals Come in Strong
REITs saw robust year-over-year FFO and NOI gains, according to Nareit’s latest industry tracker data.
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Wisconsin Advisor Sentenced to 3+ Years for $3M Investor Fraud
According to the Department of Justice, Robert C. Starnes never invested clients’ funds in legitimate strategies and deceived them with false statements, using the logos of reputable companies to claim returns.
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Using AI on a College Search
Numerous ways exist to use artificial intelligence for college research. And if you run out of ideas, you can ask AI for more.
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Deals & Moves: OneDigital, Dakota Wealth Acquire RIAs
In addition, Arkadios gets another Commonwealth team, and RBC adds advisors who managed over $700 million in assets for Morgan Stanley.
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Zolidar Helps Advisors Guide Business Owner Clients Through the Succession Labyrinth
Advisors love business-owning clients but often struggle with meeting their succession planning needs.
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WealthStack Roundup: LPL Rolls Out Integrated Cash Management Account
Embedded tax platform april partners with Nasdaq and WealthFeed integrates with Proofpoint.
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$20B Merit Hires Advisor Liaison, 401(k) Plan Expert
Alex Hansen joins Merit as chief advisor success officer from a similar position at Commonwealth, and Brian Brashaw will head its 401(k) practice after leaving a retirement-focused post at Osaic.
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$3B Bryn Mawr Trust Adds Altruist as Custodian
Bryn Mawr cited Altruist’s modern custodial capabilities, its infrastructure and onboarding experience as reasons for adding it to the lineup.
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