The research, conducted in late 2025 with 533 RIAs, found that 63% of firms now use AI in some capacity. That figure represents more than double the adoption rate reported just two years earlier, ...

Board boosts JPMorgan chief’s compensation, testing investor tolerance for blockbuster pay as growth slows and political scrutiny of Wall Street intensifies.

Firms tap independence, scale and regional growth as advisors shift platforms, expand reach and strengthen support infrastructure.

Households working with professional financial advisors are demonstrating stronger financial stability, greater confidence in their future, and higher levels of trust in their advisory relationships ...

A new report finds 22.5% of Commonwealth’s advisors left after its sale to LPL Financial, raising questions about whether the ...

RIA consolidation is expected to continue in 2026 and advisors need to consider in advance the consequences of getting bigger ...

The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.

The lawsuit, which also names CEO Jamie Dimon, claims the bank abruptly and unjustly closed long-standing Trump accounts ...

Research from F2 Strategy shows advisors sharply divided in how they deploy tech for alternatives, AI, custody ...

Also, Allworth expands with a $500 million-plus team in Texas, while two former colleagues find independence at Carson Group.

The combination of speed and control reflects Luthra’s broader philosophy of bringing a startup mindset into a large financial institution. When asked how that experience has shaped RBC Insurance’s ...

Report considers where investors should pivot next, the breakthrough themes steering the 2026 innovation wave.