SEC Floats Plans to Expand RIA Performance Fees, Accredited Investor Pool
By Melanie WaddellThe proposals are intended to broaden access to private markets.
September 30, 2026
Putting Cash to Work Outside the Savings AccountFlourish helps RIAs locate and invest hidden cash while competing with wirehouses and traditional banks, exec Abby Domine says.
September 29, 2026
Carson Lands Women-Led Team From CommonwealthNikki Lude and Ciara Stewart join the wealth management RIA's independent advisor channel.
September 28, 2026
How AI Accelerates Growth for Forward-Thinking FirmsThere are two key drivers of above-average growth, and AI helps both, Envestnet exec Jonathan Linstra says.
September 28, 2026
NewEdge Nabs $1.25B Minnesota Team From UBSNewEdge Wealth now has more than 70 advisors serving UHNW clients across 22 locations.
September 28, 2026
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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.