Our industry headlines, since yesterday.

Investors bet on AI-driven portfolio automation as advisory firms grapple with time-consuming manual work and rising demand for personalization.

The $43M RIA Domain Money reduced its advisor team after AI improvements let each advisor serve up to 150 clients, CEO says.

Advisors on what to ask, who to call in and when it's finally safe to tell a client: you can afford it.

Twenty-eight advisors managing $825 million chose Gateway Financial Partners over following Sierra Ridge to Cetera, citing partnership culture and platform continuity.

An interval fund combining public and private equity exposure will likely be the first product launched by the firms.

“It is harder than we think to make clients refer faster or more,” said Michael Kitces at Future Proof

Michael C. Graham passed away in November. He was 53.

In other people moves, HSBC hires family office and U.S. private bank heads; $2 billion Lear taps former Bloomberg CEO Peter Grauer to lead advisory board; Alaris adds a senior deal leader from OneDigital; and BridgePort snags a senior business development lead from Osaic.

Portland, Oregon-based RVK had worked with around 200 clients, including retirement plans, foundations, health systems and insurance companies.

The proposed changes around retail communications and certain representations of projected performance or targeted returns have tangible implications for B-D firms' compliance policies and procedures.

Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.

Each model pursues a different investment objective.

Savant has rebranded Savant Tax & Consulting to Savant Accounting & Business Advisory (SABA).

Issuers continue to be aggressive with ETF launches, but increasingly new products seeking to find a niche are based on leverage or riskier assets. The rancor in bond markets is pushing investors to seek alternative paths for income. These are among the investment must reads for financial...

With the move, Creative Planning would expand its institutional investment capabilities and join other large RIAs that have entered the space through acquisitions.

The latest senior wealth management moves, appointments and personnel changes in North America. ...

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Look beyond current yields to factors that might indicate whether those payments are sustainable.

It's the adoption and education gaps.

The bond slump raises the stakes ahead of the Federal Reserve's interest-rate decision.

Savant Wealth Management's tax subsidiary is taking a new name and two new partners as the RIA continues layering accounting services onto its wealth platform.

Morris Financial Concepts of Mount Pleasant, S.C., brings $544 million in client assets to Apella.

Advisors Can Help Clients Navigate Private Credit By Emphasizing Manager Selection, Diversification And Liquidity Expectations

Industry experts welcome the AI tool's potential but question whether it can deliver the workflow specificity financial advisors require across diverse practice models.

Kelly O'Donnell is the fourth former Edelman Financial Engines leader to join the Chicago RIA's leadership in the past year.

Advisors are asking for more choices and additional strategies for their clients, the company said.

Through the deal, Alphacore will open a family office division run by a women-led team in Massachusetts serving ultra-high-net-worth clients.

RVK, a decades-old Portland firm, advises roughly 200 institutional clients.

“Firms will need to evolve from using the technology to assist with tasks to using it to automate them,” said Lauren Wilkinson of Vanguard.

PPLI offers tax-free growth for ultra-wealthy families, but advisors say estate planning expertise matters most

“Investment from Envestnet will accelerate roadmaps at Vestmark,” said Freedom Dumlao of Vestmark.

News Featuring Vestmark, Dynasty, CAIS, TradePMR, T. Rowe Price, Victory Capital, AdvizorPro, Orion, State Street, Aqua, HFR And Franklin Templeton

M&A Involving Envestnet, RFG Advisory, Modern Wealth, OnePoint BFG And Hightower; Financing By Savvy; Recruitments By Wealthcare, LPL And NewEdge; And Appointments By Beacon Pointe, BridgePort And Hargrove MSO

AUM Can Reveal A Firm’s Size But Buyers Are Looking Deeper At Organic Growth, Client Transferability, Leadership, Compensation And Scalability

Financial Advisor To Lead MDRT Membership Communications Committee In 2027

Broker-dealers and RIAs can now offer clients crypto and tokenized securities through a single integrated platform.

The No. 2-ranked RIA adds two new markets in weeks, with teams managing a combined $1.75 billion in client assets.

New global research exposes a consumer engagement crisis in life insurance, with clear implications for how advisors position and support coverage conversations.

Boomers are sitting on a lot of wealth, while their adult children are facing steep housing and childcare costs.

New EBRI research shows how borrowers fall behind on retirement savings and what plan sponsors can do about it.

A Northern Trust survey of 300 global investment leaders reveals a sharp strategic pivot toward outsourcing, cost control, and AI adoption.

Shafer Block Wealth Management departs the wirehouse after 20 years to join the UHNW division of NewEdge Capital Group.

Advisors say they even have to persuade rich clients to spend their savings in retirement.

The consensus view is 3% gross domestic product rises aren't in the offing soon.

The impact will likely depend on the speed of the yields' advance.

The CEO said he expects the Fed to watch the economic data.

A Vanguard advisor survey found 72% want more time for clients despite growing AI and portfolio-tool use.

The new effort is meant to help franchise owners through various business stages.

The cost-per-client is now $2,551 for many firms, but those with more than $5 million in revenue pay $15,788.

The Westlake, Texas, broker/custodian is 'the gorilla' with 'first crack' at new AI system, and will have the category-killing, API-supreme-equivalent that RIAs will be compelled to adopt -- or else, says Joel Bruckenstein.

Daken Vanderburg on why knowing when to call in a specialist may say more about an advisor than trying to answer everything alone.

“Today is as big moment as I have seen in my career,” said Shirl Penney of Dynasty Financial Partners.

ETFs let advisors build resilient portfolios, said Mark Alberici of State Street Investment Management