RIAs

In addition to talking Allspring's modern custom SMA and direct index platform, the industry veteran was happy to see everyone come together under the sun.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

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.

Electronic messaging, Reg BI, crypto and fraud all appeared at the top of regulators' agenda this past year.

As it seeks to bolster its U.S. presence, the Canadian bank's wealth management subsidiary has been one of the most active recruiters in the industry in recent years.

Two frontrunners have emerged as possible successors to the long-serving CEO, but even more potential candidates wait in the wings.

The deal displays the growing flexibility LPL is offering financial advisors as part of its ambition to reach the entire wealth management marketplace.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.

Recruiters see the banking giant's offering as central to its bid to retain top teams and prevent them from going independent.