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SEI research reveals 71% of high-net-worth investors say their financial advisor has never requested to manage a greater share of their household wealth, despite tax benefits.

The deal marks the firm's fifth acquisition this year and its third in Florida over the past five months, bringing total assets under management to more than $15 billion.

The fintech, which launched in 2022, now supports client assets totaling more than $500 billion and plans to further expand its AI capabilities and commercial team.

The RIA partnered with ADP to deliver retirement plan advisory services, investment management and financial planning to employees at smaller companies.

The CFP Board’s Dane Snowden discusses how the industry needs to prepare as consumer expectations, technology and the financial planning profession change.

Aqua calls its platform a turnkey alternative investments platform.

The transaction brings institutional-grade trading and tax transition technology to Envestnet's platform, connecting advisors, traders and portfolio managers.

Zocks' Matt Halloran discusesses how AI is affecting the wealth management industry.

Recommendations from the IRS and Security Summit Partners.

No proof that it was meant to be gift for the spouse.

The setting influences how family members experience the conversation.

Open, honest and candid discussion about August jobs numbers, healthcare costs, the increase in 401(k) millionaires, Vanguard and the DC industry and more.

Halo Fund led the new round, bringing the total raised by the 5-year-old AI-native RIA, which manages $9 billion, to more than $200 million.

The fintech shortened its name to Conquest and unveiled a new visual identity to reflect its evolution into a broader financial-advice platform powered by its AI engine, SAM.

Wealthspire's Mike LaMena, CEO details how the firm is bringing together private wealth, institutional advisory, retirement services and family office capabilities as it continues to grow.

In a day of recruitment wins, Bank of America’s Merrill Lynch announced the addition of an advisor team from Morgan Stanley and solo advisors from Truist and Wells Fargo.

Caroline Crenshaw departed the agency earlier this year, leaving the SEC with just three members. That number will shrink to two when Hester Peirce departs.

In other moves, Glenmede hired four new executives from the bank-and-trust sector, $2 billion RIA Novare hired a legacy planner from Vanguard, and Citi Private Bank snagged an investment lead from Bank of America.

Through August, REIT total returns were up 14.5% on the year, bulwarked by strong operations, including FFO and NOI growth.

Some investors are letting AI agents do their investing, but skeptics worry about the risks. State Street and UC Investments have launched an “endowment inspired” ETF. These are among the investment must reads for financial advisors this week.