Check back weekly for the next story, or find the pieces by following Salinger on LinkedIn. The fees collected by financial advisors can often start healthy, passionate debates within the profession, ...

Dayton-area firm expands multi-family client office model as Gudorf Financial Group advances retirement planning as a financial advisor.Dayton, Ohio , Feb. 16, 2026 (GLOBE NEWSWIRE) -- Gudorf ...

In an industry brimming with jargon, acronyms and opaque terminology, it’s no surprise that advisors find it challenging to keep up with the ever-growing variety of models that exist in the industry ...

MISSION, Kan.--(BUSINESS WIRE)--A team of industry and advisor veterans today announced the launch of Uniting Wealth Partners (UWP), a revolutionary RIA Succession Incubator backed by Wealth Advisor ...

Elements, the Salt Lake City-based financial monitoring platform, has unveiled a new RIA partnership model targeted at investors who do not currently meet the asset minimums at most firms. When it ...

Raymond James recently welcomed four financial advisors to its Corporate RIA affiliation model within Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to ...

Betterment is further encroaching on Charles Schwab and Fidelity's turf with a new referral program and portfolio options.

management and tax planning rejoins Cetera community after prior affiliation with Avantax SAN DIEGO, Jan. 29, 2026 /PRNewswire/ -- Cetera has completed the acquisition of Plains Wealth Management, a ...

Washington, D.C., May 14, 2025 (GLOBE NEWSWIRE) -- Foundation for Financial Planning (FFP), the nation's leading 501 (c) (3) nonprofit organization dedicated to expanding access to pro bono financial ...

Diversify Advisor Network, a Sandy, Utah-based registered investment advisor with W-2 and 1099 affiliation models, has surpassed $10 billion in client assets with the addition of a breakaway ...

OVERLAND PARK, Kan., Jan. 13, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Baseline Wealth Management ...