Smaller RIAs and the New Price of Independence
By Simon HoyleFidelity requiring a $100 million AUM level for new and legacy relationships threatens to disrupt advisors' operating strategies.
October 08, 2026
15 Best Value Private Colleges: 2027The Princeton Review analyzed data on academics, costs, financial aid, student debt and other factors.
October 08, 2026
Vanilla Launches Mobile NotaryThe service brings a vetted notary straight to an advisor's clients.
October 07, 2026
An Estate Planning Roadblock? Don't Blame the LawyersInstead, firms need to master the reconstruction work that happens before a single legal judgment is required.
October 07, 2026
Fidelity's $100M Floor Exposes a Hard Truth for RIAs: Consultant"Your custodian is not your friend," consultant Timothy Welsh wrote after Fidelity announced its new AUM threshold.
October 07, 2026
Cresset to Acquire National Advisors TrustThe firm, with $7.7 billion in assets under administration, will continue to operate as an independent trust company.
October 07, 2026
15 Indie RIA Firms With the Most CPAsThe number of firms with 50 or more in-house CPAs has surged since 2021.
October 07, 2026
New Bill Removes Cap on 529-to-Roth IRA RolloversThe 529 Retirement Enhancement Act of 2026 eliminates the $35,000 lifetime limit.