Schwab Advisor Network to Raise Client Referral Asset Minimum to $5M
By Dinah Wisenberg Brin"That's not a program tweak," consultant Tim Welsh says. "It's a custodian quietly walking away from the RIA channel."
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.
August 12, 2026
CogniCor Adds Beacon Pointe Chair to Advisory BoardShannon Eusey will advise the California-based enterprise AI platform on its strategic planning and growth initiatives.
August 10, 2026
For Advisors, It's as Simple as 'Grow or Retire'Financial professionals must plan their next steps or risk stagnation, Silver Oak Securities CEO Billy Hopkins says.