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advisors and money
Insights & Analysis
Cerulli: Advisor Headcount StagnatesCerulli: Advisor Headcount Stagnates

Despite efforts to develop next-gen talent, the total number of advisors in the wealth management industry has remained stagnant over the last decade.

byDiana Britton, Managing Editor
Jan 16, 2025
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1 Min Read
Nick Graham
RIA
Cambridge CTO Nick Graham Quietly DepartsCambridge CTO Nick Graham Quietly Departs
byDiana Britton
Jan 16, 2025
1 Min Read
college graduate looking into the future college admissions
Career Moves
What Families Can Do When Facing College Admission DisappointmentWhat Families Can Do When Facing College Admission Disappointment
byLynn O'Shaughnessy
Jan 16, 2025
1 Min Read
The Diamond Podcast for Financial Advisors Tony Smith Stonegate Investment Group Mindy Diamond
Career Moves
The Diamond Podcast for Financial Advisors: $6B+ Former UBS Team Finds Freedom to Focus on ClientsThe Diamond Podcast for Financial Advisors: $6B+ Former UBS Team Finds Freedom to Focus on Clients
byMindy Diamond
Jan 16, 2025
iCapital Network alternative investments
Alternative Investments
iCapital to Buy Parallel Markets in Bid to Streamline AML RequirementsiCapital to Buy Parallel Markets in Bid to Streamline AML Requirements
byElaine Misonzhnik
Jan 16, 2025
1 Min Read
traffic light arrows
Career Moves
Four Reasons to Stay at Your FirmFour Reasons to Stay at Your Firm
byJason Diamond
Jan 15, 2025
1 Min Read
SignalPoint Asset Management Managing Partner and CEO Jon Timson
RIA
Farther Recruits $650M Midwest RIA
Farther Recruits $650M Midwest RIA
Jan 15, 2025
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1 Min Read
byDiana Britton, Managing Editor
LA fires house burning
Industry News & Trends
Wildfires Prompt Some LA Wealth Managers to Look Beyond Dollars
Wildfires Prompt Some LA Wealth Managers to Look Beyond Dollars
Jan 15, 2025
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1 Min Read
byJeffrey Dumas
Corient office CI Financial RIA news
RIA
Corient Acquires $10.4B New York Multi-Family Office
Corient Acquires $10.4B New York Multi-Family Office
Jan 15, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
RPA 401k Real Talk with Fred Barstein retirement news
Retirement
401(k) Real Talk Episode 135: January 15, 2025
401(k) Real Talk Episode 135: January 15, 2025
Jan 15, 2025
byFred Barstein, The Retirement Adviser University,
RetirementDNA Managing Partner Daniel Dubois
RIA
Integrated Recruits $1B Retirement Plan-Focused Firm
Integrated Recruits $1B Retirement Plan-Focused Firm
Jan 15, 2025
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1 Min Read
byDiana Britton, Managing Editor
Morgan Stanley
RIA
Morgan Stanley Forms New Client-Management Unit Under Crawley
Morgan Stanley Forms New Client-Management Unit Under Crawley
Jan 14, 2025
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1 Min Read
Mariner office RIA news
RIA
Mariner Adds $1B in AUA in Triple Deal
Mariner Adds $1B in AUA in Triple Deal
Jan 14, 2025
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1 Min Read
byDiana Britton, Managing Editor
Wealth Enhancement Group
RIA
Wealth Enhancement Group Adds $673M Pacific Northwest Firm
Wealth Enhancement Group Adds $673M Pacific Northwest Firm
Jan 14, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Spencer and Todd Knickerbocker Stonebrook Privagte
RIA
Elevation Point Stakes $750M Michigan RIA
Elevation Point Stakes $750M Michigan RIA
Jan 14, 2025
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1 Min Read
byDiana Britton, Managing Editor
expand-401k-schumer.jpg
Retirement
Private Equity Does Not Belong in Your 401(k)
Private Equity Does Not Belong in Your 401(k)
Jan 14, 2025
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1 Min Read
Adrian Cronje, CEO, and Robert Balentine, Chairman of Balentine
RIA
$8B Balentine Sells 20% Stake to FJ Management
$8B Balentine Sells 20% Stake to FJ Management
Jan 14, 2025
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1 Min Read
byDiana Britton, Managing Editor
FP Alpha CEO Andrew Altfest
WealthTech
FP Alpha Launches Tax Services As Standalone Product
FP Alpha Launches Tax Services As Standalone Product
Jan 14, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Charles Schwab
Regulation & Compliance
Schwab, Blackstone Among Firms Paying $63M To Settle SEC Texting Charges
Schwab, Blackstone Among Firms Paying $63M To Settle SEC Texting Charges
Jan 13, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
robinhood-app.jpg
Regulation & Compliance
Robinhood to Pay $45M to Settle SEC Claims
Robinhood to Pay $45M to Settle SEC Claims
Jan 13, 2025
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1 Min Read
MAI Capital Management''s office.
RIA
MAI Acquires $662M California Firm
MAI Acquires $662M California Firm
Jan 13, 2025
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1 Min Read
byDiana Britton, Managing Editor
John Amore Kestra Financial
Industry News & Trends
Kestra Names John Amore as Next President
Kestra Names John Amore as Next President
Jan 13, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Carson Wealth Debra Taylor RIA news
RIA
Carson Launches Tax Strategy With Acquisition of $385M RIA
Carson Launches Tax Strategy With Acquisition of $385M RIA
Jan 13, 2025
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1 Min Read
byDiana Britton, Managing Editor
Raymond James building
Industry News & Trends
Raymond James Sues Former Intern, Alleging Harassment Campaign Against Reps
Raymond James Sues Former Intern, Alleging Harassment Campaign Against Reps
Jan 13, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Focus Financial new website
RIA
Focus Financial Partners Rebrands Hub Firms
Focus Financial Partners Rebrands Hub Firms
Jan 13, 2025
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1 Min Read
byDiana Britton, Managing Editor
working remotely from the beach
RPA
How AI, Remote Work Are Boosting Productivity
How AI, Remote Work Are Boosting Productivity
Jan 13, 2025
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1 Min Read
byFred Barstein, The Retirement Adviser University,
snowden-lane-office-doorway.jpg
RIA
Snowden Lane Claws Back Majority Stake from Private Equity Owner
Snowden Lane Claws Back Majority Stake from Private Equity Owner
Jan 10, 2025
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1 Min Read
byDiana Britton, Managing Editor
retirement-jar-money.jpg
Retirement
Cerulli: Financial Advisors to Sell More Retirement Plans as Micro DC Market Grows
Cerulli: Financial Advisors to Sell More Retirement Plans as Micro DC Market Grows
Jan 10, 2025
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
dollars red percent sign market data
Alternative Investments
Shifting Interest Rate Expectations Alter Wealth Managers' Alts Exit Plans
Shifting Interest Rate Expectations Alter Wealth Managers' Alts Exit Plans
Jan 10, 2025
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
A Merrill Lynch sign.
Industry News & Trends
Bank of America Ramps Up New Wealth Division with Citi, UBS Alums
Bank of America Ramps Up New Wealth Division with Citi, UBS Alums
Jan 10, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
captrust
RIA
Captrust Snags $300M Houston RIA
Captrust Snags $300M Houston RIA
Jan 10, 2025
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1 Min Read
byDiana Britton, Managing Editor
Scott MacKillop
WealthTech
First Ascent Founder Scott MacKillop Leaves GeoWealth
First Ascent Founder Scott MacKillop Leaves GeoWealth
Jan 9, 2025
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1 Min Read
byDiana Britton, Managing Editor
Raymond James office sign
Industry News & Trends
$440M Father, Son Duo Jumps to Raymond James from Morgan Stanley
$440M Father, Son Duo Jumps to Raymond James from Morgan Stanley
Jan 9, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Prio Wealth Cerity partners RIA news
RIA
Cerity Acquires $4.1B Boston RIA
Cerity Acquires $4.1B Boston RIA
Jan 9, 2025
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1 Min Read
byDiana Britton, Managing Editor
Adrienne Penta SCS Financial Focus Financial head of wealth management
RIA
Focus Hub SCS Financial Names New National Wealth Management Head
Focus Hub SCS Financial Names New National Wealth Management Head
Jan 9, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter

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