3+ day, 23+ hour ago   (432+ words) Louis and Mindy Diamond explore why successful financial advisors can feel stuck despite thriving businesses—and how agency, enterprise value, risk, legacy, and a clear true north can help them evaluate what comes next. By every external measure, top advisors…...

5+ day, 2+ hour ago   (468+ words) The fintech shortened its name to Conquest and unveiled a new visual identity to reflect its evolution into a broader financial-advice platform powered by its AI engine, SAM. Known as Conquest Planning since its launch in 2018, the fintech company has…...

1+ week, 2+ day ago   (31+ words) Helping Clients Align Wealth With Goals, Legacy and Life Transitions Wealth Management Sights, sounds and insights from industry events and more. Helping Clients Align Wealth With Goals, Legacy and Life Transitions...

1+ week, 2+ day ago   (44+ words) Wealth Management Sights, sounds and insights from industry events and more. A consistent investment process can strengthen client confidence while giving advisors a stronger foundation for scale, delegation and long-term growth. Sponsored by LPL Financial...

1+ week, 2+ day ago   (52+ words) Wealth Management Sights, sounds and insights from industry events and more. As cyber threats become more personalized and harder to detect, advisors need to think about security as both a protection strategy and a client trust issue. Sponsored by LPL…...

1+ week, 3+ day ago   (994+ words) Only 6% of independent RIAs disclosed artificial intelligence use in March 2026 filings, yet those firms manage 11% of industry assets and increased headcount by 15%. With the avalanche of AI hype, product launches and announcements I’m constantly buried by, it is refreshing to…...

1+ week, 2+ day ago   (602+ words) The advisors join UBS from competitors Merrill Lynch and Morgan Stanley as the Swiss bank seeks to bolster its wealth management footprint in North America. UBS, which has been seeking to combat attrition among its North American advisor pool, reported…...

2+ week, 2+ day ago   (416+ words) The former LPL Financial and Altruist executive will lead revenue strategy for the asset manager's custody and clearing business as it expands into wealth services. Pete Dorsey, a seasoned financial services executive with tenure at LPL Financial, Altruist and TD…...

3+ week, 2+ day ago   (111+ words) Wealth Management Trust Administration as a Developmental System Beneficiary engagement and self-determination theory Unlock All Access Premium Subscription Consultant and certified professional coach Kristin Keffeler, based in Denver, is a consultant and certified professional coach working with enterprising families, families…...

3+ week, 3+ day ago   (700+ words) In addition, FP Transitions releases an RIA value estimator, NewEdge’s Anthropic use leads to client outputs, and XYPN members get a deal on AI-backed client communications. VastAdvisor, an AI-powered startup focused on organic growth for wealth management firms, announced it…...