Number of RIAs Sets New Record: Report
By Melanie WaddellWhile the number of RIAs grew in 2025, the regulatory environment is shifting under the SEC.
June 03, 2026
DeSantis Plan to Cut Florida Property Taxes Heads to BallotState lawmakers have approved a stripped-down version of the plan.
June 03, 2026
Wellington to Buy Hartford Funds for $1.9B in Wealth PushThe deal is expected to be completed in the first quarter of 2027.
June 02, 2026
5 Insurers That Sold the Most MYGAs in Q1Two made up for a 36% year-over-year drop at the issuers that ranked in the top five in the first quarter of 2025.
June 02, 2026
Why Tax Planning Is a Must-Have for Business Clients"You can't do the investment side without looking at the tax side," Threadline Wealth CEO Justin Fisher tells ThinkAdvisor.
June 02, 2026
How Raising Children Later in Life Changes Retirement PlanningIf older clients start having children, or grandparents unexpectedly take on parenting duties, complications often arise.
June 02, 2026
Altruist Adds Alts to Expand PlatformAdvisors will be able to offer private market access to more clients, the custodian says.
June 02, 2026
SEC Adds 4 Members to Investor Advisory CommitteeThe newcomers include Sheldon Ray, a former senior vice president at Raymond James & Associates.