The number of registered firms hit an all-time high of 15,396, according to an annual snapshot co-created by the Investment Adviser Association and COMPLY.

Account migrations will occur over six months after the deal is finalized.

The company’s first attempt at a hybrid work schedule led to a small worker revolt. The new back-to-office plan comes with flexibility—some of which must be earned.

Fisher Investments’ $12.75 billion valuation does not set a new benchmark for RIAs, but given the size, scope and buyer, it marks an inflection point for the industry overall, observers say.

The Brown-Brinkley Group includes two managing directors with nearly six decades of collective industry experience. They will operate out of RBC’s office in Tysons, Virginia.

Nearly three-quarters of wealthy younger Americans say stocks and bonds alone can’t deliver above-average returns.