Betterment Pilots Advisor Referral Program
By Dinah Wisenberg BrinThe new program, to expand over time, connects select retail clients with RIAs.
February 13, 2026
Big RIA M&A Deals Aren't the Full StoryFirms with less than $1 billion represented more than half of announced transactions last year.
February 13, 2026
Goldman's Top Lawyer to Leave Over Epstein TiesKathy Ruemmler's name is mentioned in the Epstein files thousands of times.
February 13, 2026
'Big Opportunity, Big Risk': What Clients and Advisors Must Know Before Investing in AltsThe alts education gap is "one of the biggest risks in wealth management," Dana D'Auria of Envestnet tells ThinkAdvisor.
February 13, 2026
Think You Can Fix Social Security? It's Gotten Harder.A tool that lets users try their hand at Social Security reform has been updated, and the numbers aren't pretty.
February 13, 2026
Liz Ann Sonders: Market Broadening Likely to Persist Amid Rapid-Fire Rotation"The new momentum trade is rotation," the Schwab strategist says.
February 13, 2026
SEC Bars Ex-Wells Fargo Advisor in Prison for FraudKenneth A. Welsh, accused of stealing nearly $3 million from clients, was sentenced last July to 3.6 years.
February 13, 2026
11 Predictions for Wealth Management in 2035: McKinseyFour business models are likely to prevail, the consultancy suggests.