Generative AI Is a Powerful Tool for Advisors, With Limits
By Carlo di FlorioThe firms that succeed in using AI agents will be the ones that prioritize effective governance.
May 13, 2026
Ex-LPL RIA Employee Sentenced to Life in Prison for Murdering Co-Worker, RoommateRamy Hany Mounir's Fahim's sentence includes no possibility of parole.
May 11, 2026
Dynasty Investment Bank Marks Third Anniversary With 'M&A May'While dealmaking continues, firms are "taking a more disciplined approach to inorganic growth," bank co-head Harris Baltch says.
May 08, 2026
Ex-LPL RIA Employee Was Sane When He Killed Two Men, Jury FindsRamy Hany Mounir Fahim will be sentenced to life in prison without parole, a prosecutor says.
May 06, 2026
These Firms Gained the Most Advisors Since 2021The number of firm-switching advisors increased by nearly 4,000 in 2025 from a year earlier, new research finds.
May 05, 2026
Why Growth Without Time Reallocation Is Just Overhead — Or Tech NoiseHandling more clients can't involve sacrificing margins, service quality or the productivity of the staff doing the work.
May 05, 2026
Sowell Launches 'Family Office Lite,' Advisor Partnership ProgramMerchant has agrees to provide funding for future M&As to the RIA led by Bill Sowell.
May 05, 2026
RIA Deals Hit a Quarterly Record. Here's What's Selling.Emerging trends include overseas expansion, AI investment and acquisitions to build holistic platforms, Echelon reports.