$580M Ameriprise Team Jumps to Wells Fargo FiNet in California
An Ameriprise Financial franchisee team managing $580 million in Los Angeles broke away to join Wells Fargo’s independent…
Hightower Signature Folds in $1B Michigan-based RIA
Hightower Signature Wealth, the branded W-2 RIA for Hightower Advisors, announced its sixth affiliate advisor addition with a…
A looming Social Security debate: From the Politics Desk
Welcome to From the Politics Desk, a daily newsletter that brings you the NBC News Politics team’s latest…
Are wealth rankings the thief of joy or a savings booster?
Open this photo in gallery: Some money-management and investment apps are gamifying the user experience, offering comparisons to…
Financial services – Budget 2027
KPMG insights – our view The reduction in tax rate from 38% to 35% is a welcome and…
Five Things Every RIA Owner Must Know About Partner Buy-Ins
You’ve built a thriving practice. Your successor is sitting 10 feet away, ready to take the reins. But…
At Women Advisor Summit, Summit Place’s Liz Miller will offer key steps to advisor success
Liz Miller, president and founder of Summit Place Financial Advisors. Summit Place Financial Advisors President and Founder Liz…
The Directed Trust Act—Further Eroding the ‘Irrevocable’ Trust
Expert OpinionTrusts and Estates The Directed Trust Act, effective Oct. 13, 2024, enhances flexibility for Pennsylvania irrevocable trusts…
$5B Trilogy Adds $1B RIA Specializing in Aviation Workers
Trilogy Capital, a hybrid registered investment advisor based in Irvine, Calif., has struck its largest deal of the…
Why retirees are going back to work
After decades of working, many retirees plan to ride off into the sunset and finally enjoy some free…
Four Practices Bring $1B to Newly Formed Ascentis Independent
Ascentis Independent Advisors, a relatively new Dallas-based registered investment advisor platform owned by Ascentis Wealth Holdings, has added…
Best financial advisors of 2026: CNBC Financial Advisor 100
Morsa Images | E+ | Getty Images To prepare the 2026 list, CNBC worked with AccuPoint Solutions, a…