Claiming Social Security in 2026? One Overlooked Factor Could Make or Break Your Checks.
A lot of people get excited when they realize that after years of paying taxes on their wages,…
TritonPoint Partners CEO Hughes Departs
Harold Hughes, CEO of TritonPoint Partners, the acquisition arm of $1.8 billion TritonPoint Wealth, has left the registered…
Waverly Expands Into Louisiana With $3.1B Acquisition
Waverly Advisors, an acquisitive Birmingham, Ala.-based registered investment advisor, has purchased TruWealth Advisors, a $3.1 billion wealth management…
Why Shelton Wealth Management Sold Its $8.61 Million IBTG Stake
What happened In its latest SEC filing dated April 28, 2026, Shelton Wealth Management reported selling all 376,011…
This is how the industry can develop the next generation of leaders: Summit Place founder Liz Miller
“I think our industry has a real need to be getting this right,” said Summit Place Financial Advisors…
401(k) Balances Hit Record Highs in 2025 as Hardship Withdrawals Also Rise
The median 401(k) balance, a better gauge of the typical saver than the average, hit $44,115, up 16%…
Beyond Traditional Markets: Where Advisors Can Find Growth, Income, and Resilience Now
In this InvestmentNews interview, four advisory executives share how they are finding growth, income and resilience beyond traditional…
Cetera Merges Two RIAs Into New Employee Advisor Firm
Cetera Financial Group has combined two of its internal, owned registered investment advisors to create Cetera Planning Partners,…
Why Nearly Every American Stopped Trading Their 401(k)
The image of the retail day trader hunched over four monitors, scalping options between Slack messages, has dominated…
Mariner Independent Onboards $1.3B Team From Focus Financial
Mariner Independent, the Overland Park, Kan.-based registered investment advisor with an over $40 billion independent channel, has onboarded…
CalPERS contribution rates expected to decline by 2028.
The California Public Employees’ Retirement System, or CalPERS, headquarters buildings in downtown Sacramento are photographed on Sept. 16,…
Sowell Management plans recruiting push for advisors serving $5M+ clients
The $6.5B RIA’s founder Bill Sowell says roughly a quarter of its current clients qualify for Cache River…