Wealth management

Private equity-backed consolidators need platform uniformity to grow — but without sacrificing acquired RIAs' unique strengths.

Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ended entirely — in their disclosures.

The May Financial Advisor Confidence Outlook survey shows that instability, especially around tariffs, continues to weigh heavily on the minds of advisors and their clients.

Advisors across the spectrum of AI adoption said that while the emerging technology presents potential gains, there are still worries.

Industry trackers see Raymond James' proposal to buy minority stakes in its independent affiliates as a good way to reinvest while also warding off outside competition.

The CEO of Summit Wealth said that even before LPL announced its acquisition deal, he and his colleagues were already finding Commonwealth too big for their liking.

Anders Jones, CEO and co-founder, took the time to discuss the benefits of building tech in-house, how they are using AI and what they would change if they could.

The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional trust, while only 10% were focused on investment management.

Also this week, Focus Financial ups the responsibilities for some top executives and Advisor Asset Management appoints a new CEO.