Why Vanguard's Altruist Buy Is a Big Deal for RIAs
By Rob BurgessThe $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.
August 18, 2026
Dynasty Closed on Over $200M in Private Market FundsIndependent advisors "are hungry for differentiated private-market opportunities typically only available to the world's largest investors," said CEO Shirl Penney.
August 17, 2026
Carson Group Hires SVP of Business DevelopmentKevin Peterson previously served as senior vice president of sales at Osaic.
August 17, 2026
What the Forbes Fiasco Means for the Future of Advisor RankingsThere are other ways to identify top advisors, an industry executive says.
August 14, 2026
SEC Prepares to Ease Rule on Advisors' Political DonationsThe rule restricts investment advisors from working for public pension funds if they've donated to state and local officials.
August 14, 2026
Dynasty's Sports-Advice Business Gets New Executive-In-ResidenceIn welcoming Greg Resh, Dynasty's CEO says sports and entertainment is one of the platform's fastest growing client niches.
August 13, 2026
Secret $6M Payment to Forbes Editor Raises Questions on Advisor RankingsThe personal gift from Shook Research founder RJ Shook leaves both brands "tarnished forever," marketing pro April Rudin says.
August 13, 2026
Merit Adds $900M Firm From CommonwealthThe Bridgeway Group is the sixth team to join Merit from the Commonwealth platform since LPL announced its acquisition last year.