Carson’s acquisition of partner firm ZeroCelsius marks its 40th wholly owned firm while also highlighting a trend of partner businesses joining their W-2 channel.

Carnegie Private Wealth, which is in LPL’s corporate RIA channel, hired a human resources firm to develop a profit-sharing compensation structure it believes will…

Mariner also acquires a property and casualty insurance provider; Ashton Thomas adds a $460M RIA in its backyard; and Emigrant seeds a family office…

Under the Robinhood Advisor Network, which will be launched more broadly in the second quarter, RIAs will pay a portion of the gross revenue…

Dean Dellas faces a lengthy prison sentence after pleading guilty to a scheme to defraud a client he met during his time as an…

Dr. Jay Zigmont explores the estate of Coco Chanel to detail how childfree and permanently childless adults face unique estate and long-term care considerations.

Fidelity’s analysis of more than 3,000 advised portfolios at the end of 2025 found a 72% allocation to equities and heavy use of ETFs.

Convergence of wealth and retirement at work is attracting more financial advisors

The FDIC and Utah regulators approved Edward Jones’s application to launch its own bank and loan company, a project the firm has been pursuing…

Popularity is growing among families with net worths as low as $15 million.