Independence? Advisors Are Leaving to Pursue Excellence
By Garrett AltonThe best landing spots deliver a differentiated, integrated client experience across investments, wealth planning, technology and service.
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 22, 2026
How to Manage Client Data in an AI WorldThe industry needs to rethink sending sensitive investor information to a frontier model and then focusing on safeguards.
September 21, 2026
How Better Meetings Drive Profits in Wealth Management: Oasis GroupA better treatment of resources, the research firm finds, allows practices to grow without adding more expensive people.
September 18, 2026
Advisors Say They Would Switch Firms for Better AIFor advisory firms, AI isn't just a timesaver, AssetMark finds — it's a recruiting advantage.
September 17, 2026
How Founders Can Get Out of Their Own WayA panel of CEOs discussed how the people who built a company can avoid becoming the ones holding it back.
September 17, 2026
How Planning Bolsters Client Relationships: CerulliAs a core service, a report finds, it can attract prospects and convert them into long-term advisory connections.
September 16, 2026
With Claude for Financial Advisors, Anthropic Reflects AI's Potential in WealthPeter Nolan, head of asset and wealth management, discusses the suite development and related technology collaborations.