Betterment Advisor Solutions, formerly Betterment for Advisors and Betterment Institutional, is changing its platform fees into a tiered rate that begins at 0.20% for advisory practices with less than $10 million in the business, Betterment CEO Sarah Levy says.

Valuation expert David DeVoe says he thinks the falling deal numbers are less of a reflection of waning demand and more of general economic concerns.

Succession planning experts say that the possible next generation of RIA owners need clear communication, tangible career paths and thoughtful compensation plans. But that is often easier said than done.

UBS wants to keep its advisors happy and in their seats. As a result, its 2027 compensation policies avoid the usual grid-update mixture of "good news, bad news."

The latest Fidelity Investments M&A report displayed a trend that dealmakers had already been noticing: RIA buyers are getting more selective. But experts say sellers can still stand out with the right attributes, and they must find the right fit in the process.

Megadeals and private equity transactions usually draw the biggest headlines, but potential acquirers can take their pick from any number of possible sources of financing.

Deals can falter when firm owners misjudge what it costs to replace themselves.

Merrill and Morgan Stanley executives' recent statements on recruiting seem to reveal starkly different approaches. But industry recruiters say they are just masking similarities.

Anthropic's advisor-support system draws on financial analytics and technology from BlackRock, Vanguard, Charles Schwab, iCapital and others.

Interactive Brokers, also known by its hot ticker symbol of IBKR, shares much more fee information than most custodians, without revealing much in the way of its scale among RIAs. Can it gain greater reach in a competitive channel?

One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing relationship with Wells Fargo reflect how TradePMR is a growing rival to the giants of the custody channel.

RIAs who work with Charles Schwab have long worried Schwab competes with them for business. Could Vanguard's pending purchase of Altruist put Altruist RIAs in the same position?

Some midsize firms joined three giants of the industry in surpassing their peers among independent brokerages, in terms of the percentage increase in their average payouts per financial advisor last year.

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.

The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion alongside rising equity values over the past three years may be hiding some firms' vulnerabilities.

Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.

SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.

Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door for Vanguard to have cutting-edge services related to tax planning, cash sorting and more.

The purchase will give Vanguard access to Altruist's custody platform and wealth management technology.

Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.