RIAs

Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.

Also this week, LPL pulls a big team from Raymond James, Merrill from Morgan Stanley and Dynasty from CIBC.

In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.

Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.

The RIA aggregators Prime Capital and Corient also made their marks with big acquisitions.

Citi's head of wealth said the firm is already working with a quarter of the billionaires in the world through its private bank. Now it just needs them to entrust it with managing more of their money.

With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital strategy to include women.

The tide is beginning to shift toward the wirehouse in its contentions that deferred pay is not protected by federal retirement law.

Mercer Global Advisors and EP Wealth also extend their reach into the Nashville, Tennessee area with RIA acquisitions.

The name of the firm signals how she aims for the firm to be something more than a financial advisory company to women who are entrepreneurs and professionals.