One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing relationship with Wells Fargo reflect how TradePMR is a growing rival to the giants of the custody channel.

The conference's third year follows advisor and firm journeys as the wealth management industry more fully moves from AI experimentation to everyday use and advanced applications.

The AI firm Jump used notetaker data to analyze thousands of discussions between advisors and clients. The results show advisors aren't as good at keeping their mouths shut as many think.

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.

The purchase will give Vanguard access to Altruist's custody platform and wealth management technology.

With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.

Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.