Lido CEO signals openness to international expansion following firms Creative Planning, Corient and Wealthspire.

Record keepers win more business by tailoring service, technology and support to how advisors run their daily practices right ...

A corporate ADV tends to make more sense when your highest and best use is somewhere else, in serving clients, recruiting ...

Syntax Direct now integrates directly to Schwab's iRebal, letting advisors build and apply custom indices to client accounts ...

Vendors are now billing RIAs for API and AI agent access, shifting integration costs instead of embracing openness ...

Also, Modern Wealth adds an LPL team, Captrust acquires in its backyard, The AmeriFlex Group adds 17 advisors, and a $576M Stifel team jumps to Osaic.

Harrison Street's Nasdaq and LODAS-backed auction to let fund investors sell shares early is a template for other semi-liquid ...

Vanguard's Altruist deal shows AI will reshape financial advice, pushing advisors to deliver deeper judgment and real ...

RBC Wealth Management clocks another win from UBS as it seeks to meet a rapid growth goal for advisors in the U.S.

RIA leaders from EP Wealth, Snowden Lane, and Bogart Wealth all stressed their firms’ focus on organic growth as part of, and ...

Its effectiveness depends on the interaction of drafting, local law, tax calculation, fiduciary independence, valuation and ...

The period between submitting a resignation and transferring the trust to a successor trustee is a trans... Beth Gansen ...