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

Building Your Business

5 Challenges Advisors Must Face in the Next Few Years

By Michael S. Fischer

Investment Platforms

Humanity Labs Names Former Osaic Exec Head of Wealth

Wirehouse Firms

Morgan Stanley Plans $1.3 Billion Tower for Dallas Expansion

Trending Stories

1

Long-Term Care Planning

Should Suitability Rules Apply to Life Insurance Policies With Long-Term Care Benefits?

2

Switching Firms

6 Things That Matter Most When Advisors Switch Firms

3

Investment Platforms

Robinhood Rolls Out Perpetual Futures Tied to Commodities, ETFs

4

Alternative Investments

Trump's $1.4B Haul Makes Him Biggest U.S. Crypto Moneymaker

5

Tax Planning PRO

Ed Slott: Brush Up on OBBBA and Trump Accounts — Now

Webcasts

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

When Trading Gets Complicated: Rethinking Operations for Growing Firms

Orion (Sponsored) Watch Now

Podcasts

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

Harnessing Data to Empower Financial Advisors

Syntax Data (Sponsored) Listen Now