How RIAs, Other Advisors Work With Clients on Retirement Planning: Survey
By Michael S. FischerSome 40% of financial professionals believe that 30% or more of their clients spend less than they prudently can.
April 14, 2026
Hightower Appoints New President, Chief Business OfficerRoberto Stewart will work to simplify how advisors engage with the RIA's platform.
April 14, 2026
Why LPL's Mariner Advisor Network Acquisition Is a Big Deal"The line between hosting advisors and owning advisor networks is getting thinner," said Datos Insights' William Trout.
April 14, 2026
LPL to Acquire Mariner's $31B Advisor NetworkLPL-affiliated Mariner Advisor Network supports 367 advisors, including hybrid pros who will shift to Private Advisor Group's hybrid RIA.
April 10, 2026
Nationwide Names Exec to Run Key Annuity Distribution PipesAnn Raible and Brad Carrier are now the leaders of Rona Guymon's former team.
April 09, 2026
Corient Acquires $5.6M RIAChicago-based Vivaldi Capital Management serves high- and ultra-high-net-worth clients.
April 09, 2026
$2.4B Ex-UBS Team Launches Evertern Wealth With DynastyBased in Naples, Florida, the firm will serve high-net-worth families and retirees and custody assets at Goldman Sachs.
April 09, 2026
Ex-LPL RIA Worker Pleads Guilty in Double MurderA jury trial will determine if the defendant was legally sane when the victims were slain in 2022.