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Latest from Advisors

Tax & estate planning

54% of US adults unaware of savings options after leaving a job

Empower's survey of 2,005 adults also found 47% delayed dealing with retirement savings because the process felt overwhelming.

By the Advisors deskOct 27, 9:35 a.m. ET

$70MSeries B with Schwab and EQT backingWealthManagement.com Practice management

Nevis raises $70M Series B with Schwab and EQT backing

Schwab Advisor Services head Jon Beatty says the investment and partnership expand the AI vendor's ecosystem; total funding reaches $110 million.

Yesterday

Practice management

Advisors should swap broad referral asks for specific prompts

A client who can articulate the advisor's value makes introductions easier, Wealth Solutions Report reports.

Yesterday

20%of client wealthWealthManagement.com Tax & estate planning

Some advisors find outside assets near 20% of client wealth

WealthManagement.com says legacy annuities and equity compensation may be reviewed less often outside advisory relationships.

Yesterday

Practice management

Osaic adds $576M Stifel book; founder's daughter cites succession help

Yesterday

Tax & estate planning

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Succession & selling a firm

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Recruiting & transitions

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Merrill to add targeted 2027 advisor bonuses, keeps core grid

Oct 22

Practice management

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Practice management118 Tax & estate planning81 Products & portfolios44 Recruiting & transitions33 Succession & selling a firm29 The Advisor's Note26

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Latest from Advisors

54% of US adults unaware of savings options after leaving a job

Nevis raises $70M Series B with Schwab and EQT backing

Advisors should swap broad referral asks for specific prompts

Some advisors find outside assets near 20% of client wealth

Latest

Maryland board chooses employer plan over state program

Recruiting scoreboard: Charles Schwab leads August asset growth among public wealth firms

Roth conversion arithmetic favors paying tax from taxable assets

Centralized AI governance scores 2.5x higher on AI maturity

Raymond James names Kirk Bell to lead independent contractor unit

Osaic adds $576M Stifel book; founder's daughter cites succession help

Tax & estate planning

Treasury and IRS replace retirement plan correction framework and create IRA correction program

Higher rates can cut closely held business valuations and open an estate-gift window

Slott Report: HSA contributions fall to self-only limit when one spouse enrolls in Medicare

Succession & selling a firm

Multi-owner firms with $100M–$1B in assets draw 48% higher multiple

Banker, not broker, needed to model PE rollover and earnouts

Wolfe Research's Steve Chubak explains how investors separate recruiting and organic growth

Recruiting & transitions

Merrill to add targeted 2027 advisor bonuses, keeps core grid

Practice management

Cybersecurity expert Mike Piper says AI makes fraud cheap at scale

Smaller RIAs need a closer look at owning their data

Cerulli paper ties best-interest expectations to 73% satisfied and not seeking a new advisor