With no ownership prospects, bank advisors leave to form RIA
Financial Planning, 21.April.2026

ETFs Are Quietly Rewiring Institutional Portfolios
Institutional Investor, 21.April.2026

Citi Wealth Partners With Advyzon for Global UMA Launch
WealthManagement.com, 21.April.2026

As dominoes fall after Invesco's conversion of QQQ ETF, BlackRock and State Street are filing to finally compete with their own Nasdaq-tracking ETFs
RIABiz, 20.April.2026

Direxion Heads in a New Direction With Income ETFs
The Daily Upside, 20.April.2026

Great Wealth Transfer Promises Great Client Transfer: Study
Financial Advisor IQ, 17.April.2026

Schwab Negotiating ETF Rev-Sharing with 400-Plus Shops
Ignites, 17.April.2026

They Dared to Leave Merrill Lynch. How These Top Advisors Became Wall Street Renegades.
Barron's, 17.April.2026

UHNW families rebalancing portfolios amid Iran fallout, spelling opportunity for advisors
InvestmentNews, 14.April.2026

Rich Folks Want to Know What They’re Paying Advisors For
The Daily Upside, 14.April.2026

Affluent Investors Nearly 80% More Willing to Pay for FAs Since 2010
Financial Advisor IQ, 13.April.2026

'There's a seesaw effect': How a new partnership is taking aim at RIA transition pains
InvestmentNews, 13.April.2026

Navigating The Emotional Side Of Financial Advisor Succession Planning
Financial Advisor, 10.April.2026

Cerulli: Affluent Investors Increasingly Willing to Pay for Financial Advice
WealthManagement.com, 10.April.2026

Weekend Reading For Financial Planners (April 11–12)
Kitces.com - Nerd's Eye View, 10.April.2026

Plan sponsor demands drive record-keeper ‘arms race’ for digital tools, wellness services
Pensions & Investments, 09.April.2026

68% Of Wealthy Investors Now Say Financial Advice Is Worth The Fee
Financial Advisor, 09.April.2026

The Rise of Collective Investment Trusts with Chris Bailey, Cerulli Associates - The Nine
Buzzsprout, 08.April.2026

What Happens When a Fund’s Star PM Leaves?
Financial Advisor IQ, 08.April.2026

Nasdaq Opens Up QQQ’s Index; State Street, BlackRock Rush In
Ignites, 08.April.2026

Tax Optimization is Key for Managed Account Sponsors: Cerulli
FundFire, 08.April.2026

Private market investments have gone mainstream. Now what?
Financial Planning, 08.April.2026

Healthcare assets under OCIO management are set to surge. The complexity is keeping all but a few firms away.
Pensions & Investments, 07.April.2026

The $25T market opportunity in mid-market and mass-affluent households
InsuranceNewsNet, 06.April.2026

Five Reasons Why Growth Focused Advisors Are Taking Control of Their Destiny — And Why Now Is the Moment
AdvisorHub, 02.April.2026