Record U.S. Government Shutdown Ends as Trump Signs Spending Bill
By Erik Wasson, Alicia Diaz and Jarrell DillardFederal workers are expected back on the job Thursday, but it could take weeks for operations to fully restart.
November 12, 2025
Schwab's 'Carl' Ads Not a Knock on RIAs: CEOThe ads, depicting a stockbroker who can't compete with Schwab, have been criticized as disrespectful to independent advisors.
November 12, 2025
Kestra Adds Zocks AI Assistant Platform for AdvisorsThe tool allows financial pros to automate meeting preparation, notes and updates to CRM and planning systems.
November 12, 2025
Mercer Makes First ‘Tax-Only’ AcquisitionThe deal mirrors moves made by other wealth management firms interested in deepening their in-house tax expertise.
November 12, 2025
What Advisor Growth Gurus See in Store for RIAsBrad Johnson and Jay Coulter will join ThinkAdvisor at 1 p.m. Eastern for a live webcast.
November 11, 2025
Integrated Partners’ CPA Alliance Passes 250 PartnershipsPaul Saganey, the firm's founder and CEO, highlights the program's milestone.
November 11, 2025
Financial Services Needs to Raise Bar on Convenience: Schwab CEORick Wurster noted a "bull market for convenience" and said Schwab would "invest heavily" in making things simpler.
November 11, 2025
Morgan Stanley Starts Research Product Focused on Private FirmsThe bank is joining rivals like JPMorgan Chase and Citigroup as wealthy investors' interest in unlisted startups grows.