RIAs lose 5% of AUM a year. Here's how to win it back
Financial Planning, 27.July.2026

Vanguard takes first step to democratize private investments with 'soft' launch of branded funds -- so soft Merrill Lynch and BoA private bankers get exclusive rights to sell them -- RIAs are cut out, for now
RIABiz, 24.July.2026

College For Financial Planning Adds New Mark
Financial Advisor, 21.July.2026

Fidelity Grows Active Equity SMA Lineup
Financial Advisor IQ, 21.July.2026

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

Best RIAs for high-net-worth clients: See the 2026 5-Star RIA Firms
InvestmentNews, 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

Envestnet Unveils List of Research-Approved Interval Funds
Financial Advisor IQ, 16.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