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$1B BFG Snags Commonwealth Duo, Opens N.C. Office
Categories Online News Press Wealth

$1B BFG Snags Commonwealth Duo, Opens N.C. Office

  • January 12, 2026

BFG Financial of Kestra has brought on a $150 million advisor duo seeking a succession plan; separately, Raymond James recruited a former Commonwealth team…

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Cetera Financial Gatekeeper Departs
Categories Online News Press Wealth

Cetera Financial Gatekeeper Departs

  • January 12, 2026

Matt Fries, head of investment products and partner solutions, has exited Cetera. His departure was not part of any workforce reduction at the IBD.

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Beyond the Plan: How Diversified Practices Boost Profitability
Categories Online News Press Wealth

Beyond the Plan: How Diversified Practices Boost Profitability

  • January 12, 2026

Advisors who integrate retirement and wealth management aren’t just growing faster—they’re building more durable, higher-margin businesses in an era of fee pressure.

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Talking Trusts & Estates for Advisors: New Developments in Cryptocurrency
Categories Online News Press Wealth

Talking Trusts & Estates for Advisors: New Developments in Cryptocurrency

  • January 12, 2026

Bryn Mawr Trusts' Jamie Hopkins discusses reporting requirements and tax issues regarding cryptocurrencies.

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Zephyr’s Adjusted for Risk: Future-Proofing Your Financial Advisory Business
Categories Online News Press Wealth

Zephyr’s Adjusted for Risk: Future-Proofing Your Financial Advisory Business

  • January 12, 2026

Zephyr's Ryan Nauman and Advisory Services Network's Tom Prescott discuss wealth management M&A trends, selling practices, private equity impact and AI's role in financial…

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Cracks in the Safety Net for Aging Clients
Categories Online News Press Wealth

Cracks in the Safety Net for Aging Clients

  • January 12, 2026

Q&A With Tara Anne Pleat

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A Closer Look at Planning Considerations for SLATS
Categories Online News Press Wealth

A Closer Look at Planning Considerations for SLATS

  • January 12, 2026

Q&A with Jim Dougherty

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Best Travel Cameras (2026), Tested and Reviewed
Categories Online News Press Tech

Best Travel Cameras (2026), Tested and Reviewed

  • January 12, 2026

We’ve found the best travel cameras—from point-and-shoot to full-frame—to help you bring home the perfect vacation photos.

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Death Toll Surges in Iran Protests
Categories Online News Press World

Death Toll Surges in Iran Protests

  • January 12, 2026

Crowds gathered at a morgue outside Tehran as the death toll from protests in Iran surged. President Trump hinted on Sunday that the United…

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60th Annual Heckerling Institute On Estate Planning
Categories Online News Press Wealth

60th Annual Heckerling Institute On Estate Planning

  • January 12, 2026

60th Annual Heckerling Institute On Estate Planning Jan 12, 2026 TO Jan 16, 2026 | Orlando The educational programming, presented by the nation’s leading…

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