What to Watch, What to Avoid in This Hot Advisor Deal Market: Recruiter
By Jane Wollman RusoffFrank LaRosa discusses the mistakes advisors should avoid and which big firm might be next on the block.
March 09, 2026
Morningstar Launches AI Assistant for Advisor PlatformThe technology, according to the firm, is designed to streamline research, meeting prep and client-ready proposals.
March 09, 2026
AI Is Reshaping Advisor Exams: SEC RoundupRegLabs AI founder Stan Yakov explores how AI is changing exams and enforcement — and what advisors need to know.
March 09, 2026
Dynasty, Wealth.com Partner on AI-Powered Estate Planning ToolDynasty advisor partners will be able to deliver "deeper, scenario-based guidance at scale," CEO Shirl Penney says.
March 09, 2026
UBS Bonus Pool Rises 10%, Ermotti Pay Unchanged at $19MThe firm brought the current CEO back in 2023 to oversee the government-brokered rescue of Credit Suisse.
March 09, 2026
El-Erian: Don't Underestimate Iran War Risk to Markets, EconomySupply chain disruptions and the impact of multiple shocks could add up in ways markets aren't pricing in, he says.
March 09, 2026
12 Cities Where $400,000 Can Buy the Most Living SpaceAn openness to different locations can have a large influence on how much house buyers can afford, PropertyShark reports.
March 09, 2026
Yardeni Raises Odds of Market Meltdown to 35% on Iran WarHe also slashed the odds of a rally driven by investor enthusiasm to just 5%.