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Plus, UBS loses a pair of advisors from a prominent team to Morgan Stanley, while SageView and Corient make big acquisition deals.

Experts say that letting agentic AI complete rote tasks will leave advisors more time to connect with the clients they serve.

Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.

Advisor pay policies are often notoriously complicated affairs. LPL is seeking to simplify it all with a new AI offering that promises to bring "clarity and intelligence to every payout."

Connie Hougland is vice president of Charity Experience and Market Strategy at National Christian Foundation (NCF) and the founder of WidowRISE, a newly launched platform created to support widows in grief, healing and legacy.

Diogo Mónica is a general partner at Haun Ventures and co-founder of Anchorage Digital.