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Wells Fargo’s chief financial officer said the firm was continuing to hit high levels of advisor recruiting and attrition each quarter, while Morgan Stanley is benefitting from IPO-related inflows.

Technology and AI are pushing advisors beyond traditional fund monitoring and fee benchmarking toward helping sponsors navigate a complex ecosystem of retiretech solutions.

Make sure what you authorize is actually what you intend.

Bogart Wealth's James Bogart discusses why investing in people, data and future advisors is essential for creating an enduring organization

Items affected include DAF regs, Form 990 plans and stock donations to Trump Accounts.

While work environments have stabilized, younger financial advisors reported lower optimism and a weaker sense of purpose, Kitces says.

Final IRS regs include abusive charitable remainder annuity trust scheme as a listed transaction.

Ryan Nauman interviews Eden Ovadia of FINNY, on why organic growth is harder amid M&A reliance and AI noise, and how personalization improves prospecting beyond referrals.

The bank hauled in $148 billion of net new assets in its wealth-management business in the second quarter, over half of which were tied to IPOs.

Open, honest and candid discussion about EBSA budget cuts, why wealth managers should work on DC plans, advisor AI usage up, how to pick a PEP, what drives change in 401(k) plans and more.

The fintech company serves over 300 firms in insurance and wealth management, automating client onboarding, proposals, advisor transitions and account operations.

The $710 billion RIA adds Lovell Insurance Group to expand business advisory services for upper middle-market clients across the nation.

The firm is also creating a new client associate role and providing earlier access to its products as part of four enhancements to the advisor trainee program.

The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.

Why clients don't follow through on estate planning.

The 95-year-old philanthropist plans to give shares of Berkshire Hathaway to the Sherwood Foundation, the Howard G. Buffett Foundation and the NoVo Foundation, each led by his children.

The expected “great wealth transfer”— with $93 trillion in assets changing hands—may be less dramatic than headline figures suggest.

Lido Advisors' Jason Ozur details how the firm grew from six-person team managing roughly $400 million to one of the largest RIAs in the country.

There are similarities between being a pro athlete and a financial advisor.

Venturi Private Wealth will operate under the Caprock brand in exchange for the $16B RIA's family office capabilities.