Fidelity's $100M Floor Exposes a Hard Truth for RIAs: Consultant
By Dinah Wisenberg Brin"Your custodian is not your friend," consultant Timothy Welsh wrote after Fidelity announced its new AUM threshold.
October 07, 2026
S&P 500 Could End Year Up 20%: Ryan DetrickThe index's latest record may not be the last historical high in 2026, according to the Carson Group strategist.
October 07, 2026
15 Indie RIA Firms With the Most CPAsThe number of firms with 50 or more in-house CPAs has surged since 2021.
October 07, 2026
The Accredited Investor Double Standard: SEC RoundupThe agency has released a plan to broaden who qualifies, yet it's still suing people who would meet those criteria.
October 07, 2026
New Bill Removes Cap on 529-to-Roth IRA RolloversThe 529 Retirement Enhancement Act of 2026 eliminates the $35,000 lifetime limit.
October 06, 2026
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Roth IRA or 529 Plan? Weighing Two Ways to Fund CollegeRoth IRAs provide flexibility but lack some tax benefits of 529 accounts.
October 06, 2026
eMoney Advisor Launches Digital Assessment Tool to Engage ProspectsAdvisors can show value to prospects early with Financial Assessment, the firm says.
October 06, 2026
Aspen Standard Wealth Acquires $1B Louisiana FirmThe addition of Cullen boosts the AUM managed by the RIAs that the aggregator has acquired to $16 billion.