5 Signs It's Time to Start Thinking About M&A
By Matt ReganThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.
April 21, 2026
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April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 21, 2026
Advisor Fired After 50 Years at Wells Fargo Alleges Age DiscriminationKenneth Schneider contends in a lawsuit that his swearing at work was a pretext for the dismissal.
April 21, 2026
AI Can't Do Math. So How Does It Handle Portfolio Allocations?While LLMs are good at predicting text, they weren't designed for calculations. And it shows.
April 21, 2026
Annuity Guaranty Paper Gets State Regulators' AttentionAn NAIC journal is publishing a paper, by a team that includes David Blanchett, about what consumers don't seem to know.
April 21, 2026
Harry Dent: How the 'Everything' Bubble Will Finally Burst"I want this thing to be over with," Dent, who has seen risks piling up for years, tells ThinkAdvisor.
April 21, 2026
Baird Adds $1B Team in IndianapolisThe three-person team was previously at Goelzer Investment Management in Carmel, Indiana.