SEC Aims to Rescind Pay-to-Play Rule for Advisors
Chair Paul Atkins argued the 2010 rule effectively suppressed political speech by advisors, which one consumer protection advocate called a "lie," saying it curbed…
Category: Online News Press
WealthStack Roundup: Envestnet to Pour $35M Into Tamarac Platform
In other advisor tech news, Aquiline takes majority stake in Flourish, Carefull appoints a neuroscientist, FP Alpha launches tax planning tools, and Smarsh reports…
America’s Population of 401(k) Millionaires Keeps Growing, Buoyed by Markets
The number of millionaire 401(k) accounts at Fidelity Investments rose 19% to a record 769,000 between the first and second quarter.
401(k) Real Talk Episode 206: September 4, 2026
Open, honest and candid discussion about World Investment Advisors for sale, DCIO and record keeper consolidation, the RIA steroid era, advisor credentials and more.
AI-Adopting RIAs Hire More, Boost Productivity
Only 6% of independent RIAs disclosed artificial intelligence use in March 2026 filings, yet those firms manage 11% of industry assets and increased headcount…
The Best Labor Day Mattress Deals on Beds We’ve Tried in Our Homes
It’s one of the best times of the year to buy a mattress, and our top tested picks are on sale.
Best Early Tech Labor Day Sales I’d Shop Myself (2026): AirTags, Dyson, and More
From the best Dyson vacuum to the best wireless earbuds we’ve tested, you can get some great gadgets on sale already ahead of Labor…
RIAs Add More ETFs in Q2, Shift Focus to Tech
The changes were modest, indicating that RIAs were strategically adding new ETFs to fulfill specific roles within their portfolios.
Asus ProArt 27 QD-OLED (PA279cdv) Review: HDR for All
I wouldn’t call it cheap, but this monitor from Asus brings proper HDR-capable video editing to creators who couldn’t previously afford an OLED display.
RPA Aggregator Consolidation to Heat Up
The latest rumored deal by World Insurance is a sign of things to come.