Carson Lands Women-Led Team From Commonwealth
By Dinah Wisenberg BrinNikki Lude and Ciara Stewart join the wealth management RIA's independent advisor channel.
September 28, 2026
PRO
What's Making the RIA Industry 'Really Exciting,' According to Will TroutThe director of securities and investments at Datos Insights digs into the Vanguard-Altruist deal and related AI developments.
September 24, 2026
RIA Deals on Track to Fall in Q3: DeVoeThe dip, according to new data, follows a seven-quarter streak of record-setting activity.
September 24, 2026
Savvy Wealth Launches Custody Platform for RIAsRitik Malhotra, founder and CEO, said this is a vision the firm has been building toward for two years.
September 24, 2026
SEC to Consider Accredited Investor Expansion Next WeekThe agency will also consider allowing performance fees to be charged in retail funds.
September 24, 2026
PRO
Lawyer Says Advisors Are Critical to Estate PlanningThere are four steps to the process, and advisors can play a key role in three of them, David Haughton of Hargrove says.
September 24, 2026
Prudential Advisors Rebrands as Prudential Wealth AdvisorsThe firm said the change reflects its evolution and expanded capabilities.
September 23, 2026
Captrust Picks Up $1.2B With Two-Firm DealNew York-based Compass Advisors and Long Island Wealth Management have joined the RIA, bringing seven advisors.