6 Firms to Merge Into New $4B RIA
By Rob BurgessFive of the founding firms of Kintra are current or former Commonwealth affiliates
April 22, 2026
If You Can't Beat Health Care Cost Increases ... Hedge Them?A top insurance industry risk math expert has designed two new ETFs for that purpose.
April 22, 2026
Foundation for Financial Planning Starts Search for New CEOJon Dauphiné, the leader of the nonprofit for more than a decade, plans to retire at year-end.
April 22, 2026
AI Financial Plans Can Be Polished, Personalized and Wrong, Advisors SayAdvisors are starting to see clients come to them with AI-generated plans and asking their thoughts.
April 22, 2026
New Bill Creates Prefilled Tax FormsThe Autofill Act would enable taxpayers to download pre-populated 1040 forms through an IRS website.
April 22, 2026
San Francisco Billionaire Punches Back Against 'Overpaid CEO' TaxAfter starting successful companies and amassing $13 billion, Chris Larsen has become the face of a billionaires' revolt.
April 22, 2026
Capital Group CEO Sees More M&A ComingMore consolidation is coming as active funds react to being squeezed by passive investment products, says Mike Gitlin.
April 21, 2026
Raymond James Unit Taps Ex-DFA Exec to Lead ETF StrategyKristi Higgins had been a senior investment strategist at the advisory firm.