Andrew Ross SorkinRegistered investment advisors expanded their ETF lineups in the first quarter of 2026, with real assets, defense-oriented funds and active managers gaining sha
Andrew Ross SorkinCharles Schwab’s latest push to expand its in-house wealth advice footprint is testing a long-running tension at the center of the U.S. advisory market: how far
Andrew Ross SorkinIFP Securities owner Bill Hamm is pitching a long-term succession framework that would give the firm’s financial advisors a path to participate in the value of
Andrew Ross SorkinWells Fargo Advisors has added more than $9.6 billion in client assets through a concentrated recruiting push during the first half of May, drawing advisor team
Andrew Ross SorkinDenver-based financial technology firm bQuest has introduced a lead-generation program for financial advisors built around aging care, signaling how wealth mana
Andrew Ross SorkinThe Private Wealth Management Association has named its Executive Committee leadership for a new two-year term, keeping UBS senior executive Amy Lo as chairman
Andrew Ross SorkinRaymond James Financial added advisor teams in Denver and Kansas City managing more than $1 billion in combined client assets, strengthening the firm’s presence
Andrew Ross SorkinCharles Schwab reported a sharp year-over-year increase in total client assets for April, extending the firm’s scale advantage across retail brokerage, independ
Andrew Ross SorkinRitholtz Wealth Management is moving deeper into proprietary investment strategy with the launch of Porterhouse, an equity separately managed account developed
Andrew Ross SorkinLido Advisors is extending its national wealth-management platform into Oklahoma through the acquisition of Jackson Hole Capital Partners, a Tulsa-based registe
