Prudential Individual Life Sales Climb 18%
By Allison BellAt the top 20 issuers, increased interest in annuities' siblings may have contributed to a 10% increase in the number of policies sold.
August 26, 2026
The 20 Most Active RIA Buyers of the Past YearWhile first-half deal volume declined in 2026, the scale of acquisitions grew considerably, Fidelity finds.
August 26, 2026
LPL Lands $1.6B Team From CambridgeConte Wealth selected LPL for its technology capabilities, advisor support resources and ability to help the firm scale.
August 26, 2026
Why Vanguard's Altruist Buy Is a Big Deal for RIAsThe $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.
August 26, 2026
Wells Fargo Joins Morgan Stanley in Halting Use of Forbes, Shook Research RankingsOn Tuesday, Shook Research and Forbes announced they had suspended all rankings and events until 2027.
August 26, 2026
Top 6 Reasons Women Fired Their Advisors: VanguardMany longstanding assumptions about women and finances are myths, the asset manager finds in a new study.
August 26, 2026
SEC Sends Custody Rule Changes to White House for ReviewThe SEC plan would modernize the regulations around custody of advisor assets, including crypto assets, the filing at OMB says.
August 26, 2026
PRO
This Trust Shields Client Assets From Lawsuits, but Is It Worth It?High-net-worth clients may find Cook Islands Trusts attractive, but there are high costs and domestic alternatives.