Financial Advisory

Bessent Calls on Community Banks to Seize Market Share
Capital, Risk & Assets Bessent Calls on Community Banks to Seize Market Share

What happens when the financial heartbeat of local economies begins to falter, and community banks, once the cornerstone of small-town America, start vanishing at an alarming rate? With a staggering 45% decline since their peak numbers, the crisis is not just a statistic—it’s a threat that could

Creative Planning Acquires SageView to Boost Retirement Services
Capital, Risk & Assets Creative Planning Acquires SageView to Boost Retirement Services

In a groundbreaking development that is poised to reshape the financial advisory landscape, Creative Planning, recognized as one of the largest registered investment advisors (RIAs) in the United States, has entered into a definitive agreement to acquire SageView Advisory Group, a leading

How Do NIL Rules Reshape Financial Advising for Athletes?
Capital, Risk & Assets How Do NIL Rules Reshape Financial Advising for Athletes?

The landscape of college sports has undergone a seismic shift with the introduction of the NCAA's Name, Image, and Likeness (NIL) rules, which empower athletes to profit from their personal brands through endorsements, subscriptions, and licensing agreements. Adding to this transformation, a

How the 2024 Budget Impacts UK Inheritance Planning
Capital, Risk & Assets How the 2024 Budget Impacts UK Inheritance Planning

The 2024 Budget, unveiled in October, has introduced a seismic shift in the landscape of inheritance planning across the United Kingdom, prompting families and individuals to urgently reassess their strategies for transferring wealth to future generations. With substantial changes on the horizon,

What's Driving Wealth Management M&A Trends in 2025?
Capital, Risk & Assets What's Driving Wealth Management M&A Trends in 2025?

The wealth management industry is undergoing a transformative wave of mergers and acquisitions (M&A) this year, reshaping the landscape for registered investment advisers (RIAs) and financial advisory firms across the United States. With competitive pressures mounting and client expectations

LPL Faces 5% Advisor Loss in Fierce Commonwealth Battle
Capital, Risk & Assets LPL Faces 5% Advisor Loss in Fierce Commonwealth Battle

In a striking display of industry rivalry, LPL Financial Holdings Inc. finds itself at the center of a heated contest to retain financial advisors following its $2.7 billion acquisition of Commonwealth Financial Network, finalized earlier this year. This deal, one of the largest in the financial

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