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News
HSA balances hit record high, but are clients using them wrong?
5+ hour, 39+ min ago (693+ words) Health savings account balances reached an all-time high in 2024, according to new research. But the Employee Benefit Research Institute data also reveals a stubborn gap between what Americans are saving and what they are likely to need. The average HSA…...
Atkins: SEC takes 'most historic step yet' on crypto regulation
6+ hour, 38+ min ago (508+ words) The Securities and Exchange Commission has unveiled its most ambitious attempt yet to bring order to crypto capital markets. It’s proposed a new regulatory framework that would give digital asset issuers clear pathways to raise funds while remaining inside the…...
Those without kids less confident about retirement savings, but why?
59+ min ago (616+ words) Having children typically adds costs to the household budget, so it might seem surprising that parents appear more confident about their financial future than those without kids. But a new study reveals that while only 54% of Americans without children said…...
Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth
6+ hour, 25+ min ago (412+ words) A handful of advisor teams shifted affiliations this week, with moves touching LPL Financial, Cetera Financial Group, Raymond James, and NewEdge Wealth. LPL Financial added Chris Stockton, a CEPA-designated advisor who joins from Edward Jones with approximately $160 million in advisory,…...
AdvisorFinder launches AI visibility measurement tool for RIAs
19+ hour, 14+ min ago (633+ words) Advisor AI visibility is becoming a competitive battleground, and a new tool from fintech AdvisorFinder aims to show RIAs exactly where they stand. The company has launched AdvisorFinder Intelligence, a service that scores how financial advisors appear across ChatGPT, Claude,…...
Edwards Jones targets next-gen investors with hybrid investment advisory platform
19+ hour, 20+ min ago (321+ words) Edward Jones is rolling out its Digital Managed Solutions hybrid advice offering, which the brokerage giant says is aimed squarely at next-generation investors. Digital Managed Solutions is targeted at investors earlier in their financial journeys, according to Edward Jones, which…...
Edward Jones takes minority stake in Quicken
20+ hour, 20+ min ago (214+ words) In this vein, it's notable that this month, Edward Jones announced that they have taken a minority stake in the personal finance app Quicken, with an explicit intention that the investment is a step towards integrating Quicken's personal financial management…...
Giant Cambridge group in Pennsylvania bolts to LPL
17+ hour, 13+ min ago (562+ words) LPL Financial appears to have scored a big win in Pennsylvania and has recruited Conte Wealth Advisors, a longtime affiliate of LPL competitor Cambridge Investment Research Inc. Near Harrisburg, Pa., Conte Wealth reportedly works with $1.4 billion in client assets and…...
MAI Capital expands in California with $551 million OG Private Wealth deal
23+ hour, 34+ min ago (693+ words) Hot on the heels of its Atlanta debut, MAI Capital Management is continuing its strategy of inorganic expansion with a deal to acquire a fee-only RIA in California. MAI announced that it has acquired OG Private Wealth, a fee-only RIA…...
Family offices shun hedge funds and private credit in favor of direct deals
1+ day, 2+ hour ago (1040+ words) The newest generation of family offices is turning its back on hedge funds and private credit at a striking rate, gravitating instead toward direct investments and private equity as the defining strategies of their portfolios. According to FINTRX's Q2 2026 Family Office…...