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In other advisory tech news, Altruist expands alts marketplace, Snappy AI launches, another acquisition for F2 and InvestCloud launches Altic.

There's currently an unusual disconnect between business quality and stock performance.

The more consequential impact of PEPs may be how they change the economics of advice and recordkeeping.

Two teams are joining the firm's employee and independent channels. The latter is the latest team to join Raymond James from Commonwealth, following LPL’s acquisition of the broker/dealer.

Democratic lawmakers are calling for an investigation after a Bloomberg report found evidence of suspicious public comments in support of a Labor Department rule on alternative investments.

The partnership integrates digital asset allocations into traditional portfolios, offering rebalancing and tax management.

Mission Wealth CEO Matt Adams shares how the RIA combines organic growth, referral programs, digital marketing and carefully selected mergers and integrations while maintaining a relatively low client-to-advisor ratio.

David Bahnsen built The Bahnsen Group almost entirely through organic growth. He shares the decisions behind that growth, the value of reinvesting in the business, and why selling to longtime partner Hightower became the right next step.

The new tool automates brokerage statement uploads and transfer requests, meant to cut account opening time.

Despite a record first half, uncertainty and market volatility caused advisors to delay sales, resulting in fewer transactions closing in the third quarter of 2026, according to DeVoe & Company.

A modest allocation can help deliver higher returns without taking on outsized risks.

Unless its fueled by high-quality data.

The new AI agent is built on proprietary technology and draws exclusively from a walled garden of Wealth Management's own content.

By operating under an established nonprofit’s tax-exempt umbrella, charitable initiatives can accelerate fundraising, reduce administrative hurdles and focus on advancing their missions

The SEC accused Michael Williams of misleading investors with fake trading profits for managed funds while spending the money on luxury cars, jewelry and vacations.

Why the next evolution in charitable planning begins with hearing what clients may not be saying

It could provide a meaningful tax benefit

The growth in equity markets makes this a compelling option

Educated advisors can successfully use this vehicle

Where Congress might go next