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The private equity-backed firm's acquisition of Levy Wealth, with its more than $1 billion under management, falls in line with the trends driving industry consolidation.

Planners could play a crucial role in identifying the signs of forced labor or sexual coercion and supporting victims — with the right training, an expert said.

The increase would "ensure that the wealthy and big corporations pay their fair share" at a level that also "rewards investment in America's innovators, founders and small businesses," Harris said.

These eight firms are using AI and technology to build stronger connections with clients and build business at scale.

His first exchange-traded fund — the Research Affiliates Deletions ETF — will look to buy companies that were recently deleted from major indexes.

Snappy Kraken's email builder helps advisors communicate with clients, who are opening those messages at high rates.

The Orion Compare tool offers real-time insights on portfolio changes and works up talking points for clients.

WEALTHAWK is giving advisors data on prospects with "money in motion" events.

Nationwide is developing interactive, personalized training programs in the metaverse.

RBC Wealth's Campaign Central is making advisor emails irresistible for clients.

RBC Wealth's Insights tool gathers data to help advisors deepen client relationships.

Savvy Wealth is giving advisors real-time insights on when their clients may need them most.

DNA Behavior's onboarding tool creates digital proxies of clients to determine behavioral finance traits.

FP Alpha's Estate Snapshot turns client documents into opportunities for holistic planning.

Most Americans wish they had started saving for retirement sooner and that they hadn't withdrawn money early from retirement accounts, a recent study says.

While 65% of asset managers are in some phase of testing out GenAI, only 5% have actually applied it to a firm-wide growth strategy, a KPMG survey found.

Investment management firm Vanguard has cut the investment minimum to access its robo advisor from $3,000 to $100 in assets.

The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.

Citigroup finds 31% of the changes needed for the move to faster settlement cycles still have to be completed.

LPL presses forward with deals that have made it one of the fastest-growing firms in recent years.