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K. Dane Snowden initially joined the CFP Board as chief operating officer in 2023 and replaces outgoing CEO Kevin Keller.

Total net new assets for the quarter totaled $158.2 billion, more than the $144 billion projected.

As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning begins, experts say.

Roughly 100 employees — mostly in management — are expected to move to the wealth management unit's new headquarters in booming South Florida.

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers and those currently managing their own portfolios.

Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.

The ballot initiative was proposed by a California union as a way to fund health care.

New OBBBA restrictions mean wealthy donors lose deductions on smaller, routine gifts. Here is how to use DAFs and donation grouping to preserve tax benefits.

Thursday's Shaping Wealth Advisor Board webinar explored how advisors can sharpen the focus of their messaging and content to resonate with clients and prospects.

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

The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he hopes will be integrated into advisor technology stacks.

Rhode Island Governor Dan McKee proposed a higher tax on millionaires to help fill a hole in the state's budget.

Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors and their clients bite?

Goldman Sachs shattered expectations with a record $4.31 billion in fourth-quarter equities trading revenue, topping its own Wall Street high set just months earlier.

The wealth management giant capped off 2025 by pressing ever closer to the asset and wealth management target set by former CEO James Gorman.

Clear and early communication, with coworkers as well as clients, is key when planning for a long leave.

Once rare, the same kind of permissive terms that are widespread on leveraged loans are becoming increasingly common in the $1.7 trillion private credit market.

Philadelphia-based Clark Capital will be one of several "boutique" firms in Raymond James' global asset management division.

An organic growth technology firm launched out of Fidelity Investment's incubator spoke with 18 big RIAs about their marketing. The results speak for themselves.