What Investors' Evolving Online Behavior Means for Advisor Growth
By Michael S. FischerWith the greater use of AI, search, social media, referrals and websites to evaluate advisors, firms need a more coordinated approach to their technology and marketing efforts, Snappy Kraken says.
July 29, 2026
Carson Group Scoops Up $1.8B Wells Fargo FiNet TeamThe firm is acquiring New Hampshire-based Doyle and Loughman Wealth Management, its largest wealth-focused transaction to date.
July 29, 2026
RBC to Pay $275K Over Anti-Money Laundering FailuresOver seven years, a FINRA order states, the firm did not have an AML compliance program "reasonably designed to detect and cause the reporting of suspicious transactions."
July 29, 2026
Wealth.com Partners With FMG SuiteTim White, the estate and tax planning platform's chief growth officer, describes the collaboration as "incredibly complementary."
July 29, 2026
What 'The Wolf of Wall Street' Left OutFBI files and interviews tell a different story about a disgraced broker in the 1990s, says Bloomberg's Jason Leopold, producer of a new docuseries.
July 29, 2026
PRO
When 'Lifemaxxing' Means 'Planmaxxing'Talking to clients about longevity may lead to deeper conversations about aging and retirement planning.
July 29, 2026
Bloomberg to Acquire Canoe Intelligence in Private Markets PushCanoe's platform automates private markets data collection for wealth managers, family offices and institutional investors.
July 29, 2026
CME Plans Futures Tied to Sports for New Hedging ToolThe first sports futures contracts, which will be cash-settled and expire on a monthly and quarterly basis, could begin trading as soon as this summer.