Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.

AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.

Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.

The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.

The Swiss financial giant also saw its assets flow out of its Americas business in the second quarter as advisors left and clients set aside billions for taxes.

After a difficult start to the year, Stifel reported a strong second quarter, with record AUM and net revenue figures for its wealth management division.

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.

The move could impact future studies on retirement trends, policy and aging in America.

The new law could impair young talent's ability to save for retirement, making it leaders' responsibility to act proactively.