The Latest

  • Most "regional firms" still have fairly generous compensation for advisors at the low end of revenue production. But at Janney and RBC, the pay rates are lower and much closer to those of large Wall Street firms.

    April 14
    2026-400K.jpg
  • Traditionally, regional firms were places where advisors with mid-level revenue production could find comfortable homes. Janney and RBC show how that's changing.

    April 14
    Dow Eclipses 40,000 For First Time As Investors Bet On Rate Cuts
  • Brandon Tobman is the chief executive officer of GetCovered, an insurance technology company that builds software solutions to simplify policy management, compliance and customer experience for the property insurance sector. GetCovered acts as a bridge between insurance and real estate, with clients that include insurance carriers, insurance agencies, property managers, landlords and membership associations.

    April 14
    Headshot of Brandon Tobman, CEO of GetCovered.
  • As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

    April 14
    Eben Burr
    Toews Asset Management
  • Olga Cameron is the senior team lead for BenefitsVIP, where she leads a dedicated participant support team delivering concierge-level service to client Human Resources partners, employees, and their dependents. Serving as second in command to the BenefitsVIP Director, Olga plays a key role in the implementation and support of departmental technology platforms, including the BenefitsVIP Mobile App. She also actively participates in employee-facing webinars and prospect presentations, educating clients and participants on benefit programs while showcasing available support resources and mobile technology, and reinforcing the value of the BenefitsVIP service model.

    April 13
  • For wealth management firms, organic growth is often tied directly to marketing.

    April 13
    Samantha Russell at ADVISE AI conference
  • Touchstone Wealth Partners is the fourth team with more than $1 billion in client assets to join Wells Fargo's FiNet unit this year.

    April 13
    Touchstone Wealth Partners.jpg
  • Zach Lindquist is the co-founder of Pure Crypto.

    April 13
  • The rising tide of asset values led to compensation increases above 200% in some cases, but small ticks down for the chiefs of two firms.

    April 13
    Screenshot 2026-04-13 at 12.41.25 PM.png