Intel’s $24 billion rally sends valuation to dot-com levels
Is the stock’s sudden rebound cause for concern?
Veteran advisor launches Clear Trail Advisors with Dynasty, targeting ‘the millionaire next door’
Previously managing $850 million at Steward Partners, Dynasty’s newest affiliate team in Texas has set up their own high-net-worth practice…
Ashton Thomas-linked Amplify debuts QuantumRisk to help RIAs weather market shocks
“QuantumRisk, by design, recognizes that these so-called “impossible” events actually happen, and it accounts for them in a way that…
Turning conversations into clients: Attract prospects and gain new clients with these five strategies
Advisors who invest time and energy on vital projects for their practice could still be missing growth opportunities – unless…
Tax Foundation analysis highlights biggest OBBBA beneficiary states, counties
The policy research institution calculates thousands in tax cuts for Washington, Wyoming, and Massachusetts residents on average, with milder reductions…
How RIAs can strengthen cybersecurity compliance
Find out how recent changes in cybersecurity compliance rules impact how RIAs handle sensitive investor data
Bessent’s rate cut view defies Fed models, Deutsche Bank says
Strategists questioned the Treasury Secretary’s recent comments asserting that Federal Reserve policy overshoots models by more than a percentage point.
Meltdown of some Yieldstreet real estate funds raises eyebrows from financial advice industry
Yieldstreet real estate funds turned out to be far riskier than some clients believed them to be, according to CNBC.
RIA M&A activity hits record pace in H1 2025: Fidelity
The race to 100 transactions ended a month early this year, with April standing out as the most active month…
Advisor moves: Cetera swipes $600M advisor from B. Riley
Wells Fargo has also added more than $800 million in new AUM with recruitments from UBS, Osaic, and Merrill Lynch.