Portfolio

One of the most consequential M&A deals in years leads this roundup of the many ways big independent firms grew in 2025 and how they plan to continue growing in 2026.

Also, Raymond James lands a $420M father-son team from Edward Jones, Cetera recruits a $350M LPL duo, and Cambridge acquires a $1B AUM dual registrant.

Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's what that means for retirement planning.

With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting independent advisory practices.

The latest SEC Enforcement Activity report finds that the watchdog agency has only started four regulatory cases against public companies under the current presidential administration.

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.

Mindy Neira found that embracing her passions helped build a niche that fulfills her.

A new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.

Experts say RIA owners often resist making themselves replaceable. But they'll have to choose between an internal or external deal someday.