Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.

Brett Griffin was given two months' notice that he would lose his job when Charles Schwab closed the office where he was ...

Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.

This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter ...

Paid sabbaticals, employee ownership and a philosophy-first culture have helped Bailard top this year's Best RIAs to Work For ...

A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 ...

As deadlines loom, firms juggle tax-driven client work with retreats, reflection and recalibrating the business for 2026.

Consolidation has been ongoing for more than a decade in wealth management, but it accelerated to unprecedented levels this ...

CEO and a portfolio manager of the Toews Funds and Toews Agility Shares ETFs. He is a co-founder of the Behavioral Investing Institute and has appeared on CNBC, Bloomberg TV/Radio, Fox Business News ...

This year has been a testament to financial markets' remarkable ability to look past the noise. Phillip Toews, CEO, Toews Asset Management Throughout 2025, investors faced a barrage of potential ...