Microsoft recently released a report on the jobs most likely to be replaced by artificial intelligence, and personal financial advisors landed at No. 30 on the list of 40, with a high AI applicability ...

Authorities arrested a Florida man for allegedly swindling over $600,000 from 11 investors, according to New York Attorney General Letitia James. James claimed Marc Henry Menard’s three-year ...

Carson Group, the $45 billion registered investment advisor based in Omaha, Neb., is leaning into its “practitioner-led” advice model with a new division focused on providing holistic services to its ...

401 (k) Real Talk Episode 161: July 30, 2025 Open and honest conversation about IRA rollovers, the explosion in 401 (k) plan formation, the possibility of private equity in DC plans and more.

Motley Fool Wealth Management, an affiliate of Alexandria, Va.-based Motley Fool, has hired Sabrina Rosh from Ellevest as director of financial planning. In the newly created position, Rosh will ...

Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014 ...

Sanctuary CTO Robert Coppola discusses the firm’s approach to building a central wealth stack while providing alternate options for its advisor teams.

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

In a roundup of news regarding alternative investments, Hamilton Lane launches a new venture capital fund, Goldman Sachs goes live with its custom model portfolios and Venturi Private Wealth taps ...

Deals & Moves: Savant Adds RIA with Tax Services; Mariner Snags $325M Firm In addition, Cetera’s RIA TRPG brings on three advisors overseeing $180 million, while LPL picks up an advisor who had ...

In addition, Cetera snags former Osaic advisor; Bleakley names acquisitions with over $1B in assets; Cary Street gets majority PE stake; and Savvy hires first head legal and compliance counsel.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.