North American Family Offices Feel Upbeat: Report
By Michael S. FischerThey are raising their expectations, even as they navigate wealth transfers, rapid wealth creation and a tech transformation.
October 09, 2026
Annuity Issuers Should Be Safer Than Wealth Managers From AI: FitchIf the analysts are correct, some advisors might expand life and annuity services to AI-proof their practices.
October 09, 2026
Ascentis Adds 4 Raymond James Firms With Combined $1B AUMCapital Waypoint, Citrus Wealth Management, Impact Financial Strategies and Rooted Wealth Management have been a unified branch since 2022.
October 09, 2026
Annuity Issuers' Hot Equity Converter Tool Bothers Moody'sThe rating agency has a hard time figuring out what's happening inside the issuers' rated note feeder investments.
October 09, 2026
Some GLP-1 Users Tap Nest Eggs to Cover the Costs: NationwideAbout 14% have cut retirement contributions or investments to pay for the medications.
October 08, 2026
Wirehouse Recruiting Winners and Losers: 5 Trends in 2026Two firms bled advisors, while two posted net gains in the first half of the year, according to Diamond Consultants.
October 08, 2026
Merit Acquires $1B Commonwealth Team in New YorkMoldenhauer & Associates is the 10th firm formerly affiliated with Commonwealth to join Merit since the LPL acquisition.
October 08, 2026
Hightower Signature Wealth Adds $1B Synergy Capital SolutionsThe wealth management practice will gain access to expanded operational and investment capabilities.