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The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.

The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.

Grayscale Investments, the cryptocurrency-trust manager vying for U.S. approval to convert the world's biggest bitcoin trust into an exchange-traded fund, says Silbert has resigned as its chairman. He heads a related company that is the subject of lawsuits by U.S. regulators.

As wealth managers prepare for the new year, here are the kinds of solutions that are poised to run the table over the next 12 months.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

Stephen P. Winterstein is a strategic partner of the communications firm  Flat98 Strategies & Communications LLC. He is a former chief municipal strategist and managing director of research at Wilmington Trust Investment Advisors. Stephen holds an MBA from Lehigh University and bachelor's degree in economics from Millersville University.

F. Hale Stewart Jr., JD, LL.M. is an attorney at Zerbe, Miller, Fingeret, Frank and Jadav LLP and the author of U.S. Captive Insurance Law, Captive Insurance in Plain English and the recently published Designing a Risk Financing Program.

Only 68 tipsters received money in 2023, down from 100 in the previous year.