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 Broker-Dealers: Q1 Earnings, 2026

By Janet Levaux

Investment VIPs

Kitces: How AI Could Worsen the Advisor Shortage

Building Your Business

Integrated Partners Adds $850M City Square Wealth Management

Trending Stories

1

Should All Annuity Illustrations Assume a 5% Interest Rate?

2

Marketing and Communications

Ben Carlson: How to Adapt When Clients Know More Than Ever

3

Alternative Investments

SEC Delays Plan Allowing for Crypto Versions of U.S. Stocks

4

Mergers and Acquisitions

Captrust Adds $1.25B Stillwater Capital Advisors

5

NASCAR Champ Kyle Busch Dies at 41

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

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

The Real Pros and Cons of Independence With Terry Parham

ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now