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Autonomy is the first casualty when ensemble practices scale to national size, but the tangible benefits are real.

Merrill, BMO and Schwab are among many firms helping clients take out security-backed loans against market gains to avoid capital gains tax hits.

Despite looming concerns, only 32% of retirees said they work with a financial advisor, according to Schroders' 2026 U.S. Retirement Survey.

The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.

Firms with big recruiting loan balances are often the ones with the most success hiring advisors from industry rivals. But the numbers also suggest they're offering increasingly generous deals.

Laura Nahmias is a senior reporter at Bloomberg.

Deepinder Gulati is chief product & AI officer at Nayya, where he leads product, engineering and AI for a benefits intelligence platform serving over 4 million employees. He has spent two decades in product and AI leadership across financial services and health tech, including senior roles at American Express, Bankrate, Zocdoc, and Beam Benefits.

Financial planners who joined the Transparent Advisor Movement's first "Flat Fridays" meetup touched on the difficulty of explaining the industry to consumers.