Platform Consolidation Is Wealth Management’s Top Priority
Connect Money, 21.July.2026

How You Risk Losing Business Owner Clients
Financial Advisor, 21.July.2026

Fidelity Expands SMA Lineup for Advisors
WealthManagement.com, 21.July.2026

Advisor Platforms Are Focusing On Taxes, Not Stock Picks, Cerulli Says
Financial Advisor, 20.July.2026

Managed accounts ramping up tax alpha services: Cerulli
Financial Planning, 20.July.2026

BNY Wealth Explores US Wealth Transfer Readiness, Confidence
Wealth Briefing, 20.July.2026

How big is the great wealth transfer? It could be over $100 trillion or $36 trillion
CNBC, 17.July.2026

BlackRock Shrugs Off Platform Rev-Share Push
Ignites, 16.July.2026

The Great Wealth Transfer Is Taking Longer Than Expected
Barron's, 15.July.2026

The pros and cons of a PEP for larger employers
Employee Benefit News, 15.July.2026

Feathery raises $30 million to power AI-driven RIA operations
InvestmentNews, 14.July.2026

Merrill Expects 75% Graduation Rate for Advisor Trainees
AdvisorHub, 14.July.2026

Estate planning shifts from personal crisis to essential workplace benefit
BenefitsPro, 14.July.2026

30 Retirement CEOs Back Senate Bill Permitting CITs in 403(b)s
Plan Sponsor, 13.July.2026

Russell Investments' sale to CalPERS expands existing ties and paves way for Vanguard-like reputational boost -- not to mention a reprieve from debt albatross, if it plays its cards right, analyst says
RIABiz, 13.July.2026

PEPs Gain Popularity Among Big Companies
Ignites, 13.July.2026

ESG adoption among RIAs stuck in single digits as family offices embrace impact investing
InvestmentNews, 13.July.2026

Mass Affluent Wealth Clients Need Both Digital Tools and Better Human Advice
The Financial Brand, 13.July.2026

PEPs Become Key Part of Recordkeepers’ Growth Strategy
Plan Sponsor, 11.July.2026

The Great Wealth Transfer Is Already Underway
ThinkAdvisor, 10.July.2026

How Wells Fargo keeps advisors by letting them go independent
The Adviser Magazine, 09.July.2026

Recordkeepers Eye PEPs for New Growth Opportunities
National Association Of Plan Advisors - NAPA, 08.July.2026

How an HNW Advisor Engineers Tax Alpha
ThinkAdvisor, 08.July.2026

Great Wealth Transfer gets reality check, but opportunities still abound for advisors
InvestmentNews, 08.July.2026

Fiduciary Duty Under Scrutiny: What Expert Witness Testimony Reveals About Family Office Risk
Family Wealth Report, 08.July.2026