Keeping Your Bitcoin Riches Safe Has Never Been Harder
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Prime Capital Sells Minority Stake to Carlyle, Gives Owners Liquidity Opportunity
Previous minority investor, Abry Partners, will exit through the deal with Carlyle, allowing some of Prime Capital’s 160 advisor-owners to realize gains.
A 401(k) Is the Best Retirement Plan, Despite Its Inventor’s Doubts
More Americans than ever have retirement savings—and 401(k)s are a big reason why.
Edward Jones Set for January Bank Launch to Widen Client Lending Options
Edward Jones is on track to expand lending options through an in-house bank even as its new HNW division takes hold, according to wealth and field management head David Chubak.
The Supreme Court Quietly Killed SEC Independence
It is unrealistic to think that the SEC can be unaffected by a fundamental transformation in how the federal government operates.
Raymond James Recruits $1.1B Team From Baird
The Cranberry Township, Pa.-based group is the second billion-dollar-plus team to join the firm's employee channel in two weeks, following a $5.4 billion recruit from Comerica.
A Lingua Franca for Advisors on AI
As agentic platforms proliferate, advisors need to scrutinize vendor integrations, pricing stability, financial backing and certification standards before committing.
REIT Portfolio Managers See Tailwinds from Low Supply, Structural Growth Drivers
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Capital markets are also open and well-functioning for the REIT market, managers say.
The Valuation Gap in RIA M&A
Why systematized growth commands a premium.
Truist Securities’ Barry Jonas on the Appeal of Gaming REITs to Investors
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Jonas says the sector is seeing “buy-in” from the REIT investment community.
RIAs Need a Holistic Marketing Plan Now More Than Ever
Most RIAs build holistic financial plans for their clients but far fewer apply the same discipline to their own growth strategy.
The Diamond Podcast for Financial Advisors: Ryan Belanger on Why AI Matters Now to RIAs
Claro Advisors’ Ryan Belanger explains why he believes the future belongs to firms that rethink how they operate, not just the tools they use.
Perigon Wealth Management: Building a Tech Stack Through Partnerships
Jon Seif of Perigon Wealth Management discusses why the firm seeks vendors who will partner with them rather than focus on the “next individual feature.”
Advisors Must Master Retiretech to Guide Plan Sponsors
Plan sponsors face overwhelming technology choices. Advisors who understand the retiretech ecosystem can help employers identify real problems and select solutions that fit.
Morningstar: Investors Miss Out on 12% of Fund Returns Over Decade
The return gap was smallest for investors in U.S. equity and allocation funds.
Q&A: Corient CEO Kurt MacAlpine on Changing the Economics of the RIA
CEO Kurt MacAlpine discusses why he believes Corient’s partnership-based service model, combined with long-term strategic backing, has won deals such as this week’s acquisition of $21 billion Summit Trail Advisors.
Wealth Management CTO Think Tank: Strategic Insights for Wealth Technology Leaders
China Software, Cloud Computing ETFs Ride AI Open-Source Momentum
The success of China’s open-weight models gives investors more diversification options in the AI and cloud computing trade.
Edelman, Prime Capital To Settle Lawsuit With Stipulations on Advisor Moves
The multi-year legal battle ends with an injunction requiring Prime Capital to ensure that Edelman planners moving between firms adhere to transition protocols.
Gaming REITs Post Steady Improvement in FFO, NOI
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Gaming REITs focus on acquiring real estate dedicated to gaming, entertainment, and experiential hospitality.
