Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.
Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.
This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter most.
Paid sabbaticals, employee ownership and a philosophy-first culture have helped Bailard top this year's Best RIAs to Work For list.
A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 million or more to invest.
As deadlines loom, firms juggle tax-driven client work with retreats, reflection and recalibrating the business for 2026.
