Vanilla Launches Mobile Notary
By Dinah Wisenberg BrinThe service brings a vetted notary straight to an advisor's clients.
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
S&P 500 Could End Year Up 20%: Ryan DetrickThe index's latest record may not be the last historical high in 2026, according to the Carson Group strategist.
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.
October 06, 2026
eMoney Advisor Launches Digital Assessment Tool to Engage ProspectsAdvisors can show value to prospects early with Financial Assessment, the firm says.
October 06, 2026
Aspen Standard Wealth Acquires $1B Louisiana FirmThe addition of Cullen boosts the AUM managed by the RIAs that the aggregator has acquired to $16 billion.
October 06, 2026
Rep Recommended Unsuitable Annuity Exchanges: FINRAThe switches led to unnecessary charges and reduced death benefits, an order states.
October 06, 2026
What to Do When Wealthy Clients Dabble in DIYAdvised clients who have self-directed accounts are more likely to fire their advisor than those who don't, research finds.