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Hightower’s branded W-2 channel expands its footprint to $35 billion across 40 locations.

The Sheresky Samsen Group includes brothers Steven and Jeffrey Shereseky, as well as Jeffrey Samsen and Steven’s son Kenneth.

Aspen’s eight affiliate RIAs now total $15 billion in assets under management.

Fidelity introduced ETF share classes for three of its mutual funds, reported ETF Trends. Morningstar analysts took a deep dive into whether the U.S. dollar rally will continue. These are among the investment must reads for financial advisors this week.

Women are asking for them as often as men.

Morgan Stanley is winning new business from RIAs since launching its cross-division initiative, which pairs investment management with equity strategies.

Public data from mutual funds show steep declines that suggest private markets’ investors are sitting on tens of billions in paper losses.

A team of Commonwealth advisors has launched a hybrid RIA, Bartholomew & Company, while keeping custodial and broker/dealer ties with LPL Financial.

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CEO Daniel Oberste discusses why migration, job growth, and affordability continue to support Sun Belt apartment fundamentals.

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CEO Chris Marr says steady customer demand, easing new supply pressures, and digital advantages for larger operators are positioning the self-storage sector for continued growth.

The $340 million deal adds 750,000 DC and 780,000 DB participants, positioning Empower to cross-sell wealth services while integrating workplace benefits with retirement.

The founder-owned RIA has recruited $4 billion in assets this year, appealing to advisors who want to avoid private equity-backed firms and maintain autonomy.

Firms often mistake “this feels easier” for “this works better.”

Ryan Nauman interviews Joe DaGrosa on why registered vehicles—especially interval funds—may expand private market access and the core trade-off of illiquidity versus return potential.

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CEO Justin Knight says occupancy gains have been evident both mid-week and on weekends.

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CEO Will Eglin discusses demand drivers, the advantages of Sun Belt logistics markets, and why development is once again creating value for industrial REITs.

Stansberry Asset Management's Mario Valente discusses the firm’s All-Weather and Tactical Select strategies.

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CEO Dave Sedgwick says record occupancy, healthier operators, disciplined acquisitions, and powerful demographic trends are creating a favorable long-term outlook for skilled nursing and senior housing.

The wealth management firm is taking its case to a federal appeals court after a judge ruled that Edelman hadn't established its trade-secrets case against Mariner.

DSTs are right for a specific kind of client and wrong for plenty of others.