AdvisorHub: Central Hub of Insights for Financial Advisors

NEWS

Democratic Lawmakers Press SEC Over Brokers’ Use of Agentic AI

Merrill Lynch Adds $460M UBS Team in Tennessee

Court Tosses United Capital Poaching Suit Against Osaic

$1.9B Ameriprise Team Launches RIA With Sanctuary’s Tru Independence

Bluespring Buys $450M Kestra Affiliate

JPMorgan’s Lake Exits, Setting Up New Race to Succeed Dimon

J.P. Morgan Claws Back $1.4 Million From Suspended Broker in New York

Wealthfront Launches Investing Accounts for Kids Who Want to Build Wealth Early

Former Osaic Exec Dimple Shah Joins AI Startup

VIEWPOINTS

2026 Advisors to Watch: Bigger Teams, Deeper Advice

Resources

This Summer, Consider Anchoring Your Portfolio with Fixed Annuities

Three Things to Know & Watch – Week of 6/22/2026

1,000 ADVISORS TO WATCH

2026 Advisors to Watch: Bigger Teams, Deeper Advice

Advisors to Watch: Over $1B

Advisors to Watch: Under $1B

Advisors to Watch: RIAs

Advisors to Watch: Solo Advisors

Advisors to Watch: Next Gen

MAGAZINE

2026 Advisors to Watch: Bigger Teams, Deeper Advice

Helping Firms Achieve Their Business Goals

Independence Enters Its Scale Era

Purpose over Hype

Steward Partners Shifts Into a Higher Gear

Poch Delivers a ‘Guide to Launching Your Advisory Platform’

Space Economy Reaches an Inflection Point

Beyond AUM: How Advisors Can Intentionally Build Enterprise Value

Breakaway Broker Trend Comes Full Circle as RIA Roll-Ups Tighten Grip

A2W: Being Present with Clients Makes All the Difference

A2W: After the Big Payday

A2W: Why Advisors Still Have the Edge in a Changing Industry

VIEWPOINTS

Resources

Building the Next Generation of Financial Advisors

Why Integrated Planning Will Replace Financial Planning

From Buildout to Breakout: Fortis Capital Advisors Reaches $2B AUM

Scaling an Advisory Firm: From Reactive Growth to Intentional Design

Resources

Recent study shows how businesses are feeling about their future right now

The Art of the Iran Deal

The Psychology of Summer Spending: Why ‘Making Memories’ Can Get Expensive Fast

Three Things to Know & Watch – Week of 6/15/2026

PRACTICE MANAGEMENT

The privacy question advisors can’t ignore

Beyond AUM: How Advisors Can Intentionally Build Enterprise Value

Building Practice Culture through Independence

Independent Success Starts with a Growth Mentality

THE TONY SIRIANNI PODCAST

Video: The Tony Sirianni Podcast

Prospect’s Grier Eliasek: The Private Credit Panic Is Missing the Bigger Picture

Siebert’s Richie Gebbia on Modernizing a Historic Discount Broker

Interactive Brokers’ Thomas Peterffy on Prediction Markets, Best Execution and AI

Concurrent’s Nate Lenz on Friday Fashion, M&A and the Bell Curve of Independence

Prospect’s Grier Eliasek: The Private Credit Panic Is Missing the Bigger Picture

INVESTING

Investing

The Weekly Market Update – 6/22/26: New Fed Tilts Hawkish, Equities Mixed

Stifel Bits: June 17, 2026

Wall Street Is Not Main Street

The Weekly Market Update – 6/15/26: Elusive Peace Deal Close, Oil Markets Optimistic

Tax-Exempt Investors – Investing Without Tax Hurdles

Stifel Bits: June 10, 2026

RESOURCES

Resources

The Fed Steps Back. Municipal Discipline Steps Forward

Market Commentary: Too Far, Too Fast: Chip Crunch

Summer Savings Strategies: ‘Save’ Money by Having an Estate Plan

Three Things to Know & Watch – Week of 6/8/2026

Building a Better Succession Plan

Building Ownership from the Start: Siebert and Voices For Children Launch Financial Empowerment Initiative

PRESS RELEASES

Press Release

Caprock Names Jennifer Ayer to Lead Purpose-Driven Wealth Practice

Thurston Capital Expands Advisor Technology Ecosystem

AndPartners’ 2026 Second Half Recommendation: No Single Investment Is Likely a Silver Bullet Against Inflation; Diversification Is Key

Republic Capital Group Strengthens Leadership with Appointment of Prabhakar Reddy as Partner & Managing Director – Wealth Tech

Experienced Advisor with More Than $120 Million in Assets Joins Ameriprise Financial for Independence and Growth Opportunities

Pacific Life Adds Features to Its Pacific Protective Growth RILA

Press Release

Benjamin F. Edwards Named a 2026 Top Workplace by the St. Louis Post-Dispatch

Seven Bridges Wealth Advisors Nabs Private Wealth Advisor from Edward Jones

Sanctuary Wealth Celebrates Launch of Pierstone Wealth Management

LPL Financial Welcomes Spectrum Wealth Strategies

Financial Advisor Guy Jardine joins Janney in Akron, Ohio

AdvisorHub’s 2026 Advisors to Watch Ranking Highlights a New Era of Specialized, Team-Based Advice

TRANSITIONING

We’re here to help the financial advisor make more money, grow at a faster rate, and create a better quality of life.

Learn more

SPEAKERS

LATEST RIA NEWS

Element founders Jeremy Reese (L) and Todd Mitman.

Breakaway Center

Bluespring Buys $450M Kestra Affiliate

M&A

More Than Half of RIA Assets Are Controlled by 2% of Firms: Study

M&A

Mission Wealth Picks Up Two West Coast RIAs With $1.1B Combined

News

SEC Flags Overcharges, Disclosure Lapses at RIAs

BREAKAWAY CENTER

Breakaway Center

Scaling an Advisory Firm: From Reactive Growth to Intentional Design

Breakaway Center

How LPL Financial Is Redefining the Advisor Transition Experience

Breakaway Center

5 Signs Your Financial Advisory Practice Is Ready to Grow

Breakaway Center

Advisor Liquidity Planning: Strategies for Growth and Succession

WOMEN FINANCIAL ADVISORS

How Mindfulness, Stewardship, and Purpose Shape Advice

Carbonaro Says Advisors Must Rethink ‘Bro Culture’

Practice Development: How We Help Advisors Grow, Expand into New Markets and Elevate Client Outcomes

Guided by Service, Strengthened by Community

Women Advisors See Opportunity in the Great Wealth Transfer

Women Investors: The Saver vs Investor Mindset Debate

The Advantage Women Advisors Already Have

The Power of Branding, Hard Work, & Montana Roots in Wealth Management

Building A Guilt-Free Practice: Investing in You. Investing in Your Team

Building a High-Performing Advisory Ecosystem: Leveraging Experts for HNW Clients

Personal Branding: Tell Your Story, Stand out from the Competition

Embracing Change to Fuel Growth

On the Frontline of Wealth: Women, Representation, and the Future of Finance

DEALS & COMP

RECRUITING WIRE

Winners

1

Raymond James

$11,133

2

Steward Partners

$6,112

3

Janney Montgomery Scott

$5,103

Losers

1

Merrill Lynch, Pierce, Fenner & Smith Incorporated

$7,567

2

UBS Financial Services Inc.

$6,323

3

Morgan Stanley

$2,666

Champs

1

Raymond James

$8,835

2

Steward Partners

$6,112

3

Janney Montgomery Scott

$5,103