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The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.

Two teams and one advisor managing a combined $1.3 billion choose to set up shop at Wells Fargo's channel for independent advisors.

An wealth management duo from Ohio chooses LPL's unit for direct employee advisors to found Moto Wealth Partners.

Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.

Advisors know that a transition plan is important, but many fall into the trap of procrastination.

Plus, Cetera adds a $1.9B tax-focused firm, Choreo acquires two RIAs, and Modern Wealth expands in New York.

Looking for a new challenge, Mark Seither found the complexities of pilot compensation and tax planning to be a niche that energizes him.

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should clients actually see?

An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to address the challenge.

Plus, Wells Fargo and Raymond James pull more teams from Commonwealth/LPL, and Elevation Point takes a stake in a UBS breakaway.

A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say human oversight is still essential.

Wells Fargo lands big teams from Merrill and Citi, while Cerity Partners and Mercer Advisors continue their aggressive M&A streaks.

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means advisors' workflows in 2026 are sure to change.

Logic (and compelling Cerulli Associates data) explain why advisor teams are gaining momentum. But teaming is not the only option for growth.

Getting away from the office to create or revise a firm's concrete goals and teammates' roles can help RIAs tap into organic growth, experts say.

From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.

Monetary policy remains the key to the markets. The Federal Open Market Committee predicts one rate cut in 2026, but the panel will get a lot of data before

Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.

A former Procter & Gamble engineer spent years honing his message and targeting ads to make a nearly 100% niche clientele.