Shares of First Republic have plummeted 81% this year.

It was a slower week for dealmaking in the RIA space, but Carson made its first full acquisition of the year, and Buckingham Strategic Wealth announced its third.

Amid the immediate uncertainty around the Fed’s efforts to restore confidence, the battle against inflation suddenly looks easier.

As the dust settles, some thoughts from Zephyr's market strategist.

The biggest banks, including JPMorgan, Bank of America and Citigroup, would contribute $5 billion of deposits each, with smaller banks kicking in smaller amounts.

Built on the back of its $271 billion wealth business, First Republic is in need of a rescue as its stock is down almost 80% since March 8.

Digital marketing and home-grown planning software, FP Alpha, has launched RIA Altfest into a new phase of tech-enabled growth as the firm looks to expand into new locations.

A Morningstar analyst said it would be difficult to have a 'run on the bank' for wealth management firms and does not expect to change his outlook for these companies.

'ChatGPT cannot be blindly trusted. You cannot overstate this,' said one executive at this week's T3 advisor technology conference, even as Morgan Stanley becomes the first to incorporate a more advanced iteration of GPT into advisor workflows.