Industry Spotlight

Latest news, trends and analysis that advisors and other financial industry participants need to know about the business.

Wirehouse Firms

Switching Firms

Women in Wealth

Mergers & Acquisitions

Clearing & Custodial Firms

Top Industry Spotlight Stories

Best & Worst Firms for Advisor Satisfaction: JD Power, 2026

By Michael S. Fischer

Artificial Intelligence

AI Has Positive Influence on the Industry, Advisors Say

Alternative Investments

Vanguard Personal Wealth Seeks Head of Digital Assets

Trending Stories

1

Wirehouse Firms

UBS Starts $3B Buyback Plan on Strong Q2 Results

2

Economists Question Workers' Ability to Make Income Option Choices

3

Running Your Business

What Investors' Evolving Online Behavior Means for Advisor Growth

4

Marketing and Communications

Vanguard Reportedly Sent Erroneous RMD Emails to Clients

5

Economy & Markets

Fed Holds Rates Steady, Three Officials Favor a Hike

Webcasts

5 Ways Financial Advisors Can Get Ahead Before Year-End Tax Planning

Sponsored by Holistiplan Watch Now

Staying Ahead of the Conversation: Three Topics for Q3 Client Meetings

Orion (Sponsored) Watch Now

NextGen Client Engagement: Planning Strategies to Capture Millennials and Gen Z

eMoney Watch Now

Podcasts

Industry Trends Shaping PDP Plan Selection

Humana (Sponsored) Listen Now

How PDP Choices Shape Health Outcomes

Humana (Sponsored) Listen Now

Focusing on Continuing Education and Certifications

The American College of Financial Services (Sponsored) Listen Now