An analysis of more than 500,000 registered representatives across US wealth management firms found that women account for ...

For decades, regulatory turf wars, duplicative agency registrations, and different sets of regulations between the SEC and CFTC have stifled innovation and pushed market partic ...

We’re really leaning into SEI and helping create a more robust partnership,” said Merit Financial Managing Principal Tyler ...

Crowe will report to Adam Vos, global head of Wealth Solutions, and work alongside business and functional leaders to advance ...

Independent RIAs have become the fastest-growing advisor channel as consolidators, equity incentives, and tax-efficient deal ...

Jamie Price, CEO of Osaic, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of going the ...

Monish Verma, founding partner and CEO at Vardhan Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of leaving a major wirehouse and taking the RIA ...

Wealth managers say the longer the Iran war goes on, the greater the risk to the market. Here's what they are watching.

A surge in AI investment, expanding private credit markets and persistent liquidity constraints are creating structural shifts in private markets.

A Delaware court ordered a departing financial advisor to pay $765,103 after he poached clients and walked out the door with trade secrets. The March 10, 2026 ruling in Dravo Bay LLC d/b/a Blue Rock ...

New data from Kitces Research points to gains after hiring support and moving upmarket — until workload and costs to autonomy kick in.

“Income overlays reshape the return profile of a fund, and yield is never free,” Kuplinska says. “The key for advisors is alignment. If a client prioritizes cash flow over maximum upside participation ...