More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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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.
November 28
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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.
November 26
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Invent CEO Oleg Tishkevich sits down with Financial Planning reporter Rob Burgess for this Leaders session recorded at ADVISE AI 2025 in Las Vegas.
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Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's what that means for retirement planning.
November 26
Janus Henderson Investors -
With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting independent advisory practices.
November 26
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Whitney Stewart Russell is president of digital solutions at Fiserv.
November 25
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Dr. Jonathan Thorp is CEO of
Quantum Connections , a leader in the science and practice of relational dynamics and human connection.November 25
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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.
November 25
