The key themes that defined the year behind us will also shape the one ahead. The most-read articles of 2025 tracked a return ...

Markets ended 2025 on a firm footing despite volatility across asset classes and sectors. The S&P 500 finished the year up 16 ...

A decade of nonstop RIA acquisitions has reshaped the industry, but the big lesson isn’t simply deal volume. A new white paper from WisdomTree, with data and insights delivered by RIA Catalyst and The ...

It should come as no surprise that registered investment advisors acquiring other firms have attained greater scale, as measured by assets under management, compared to those sitting on the sidelines ...

The M&A announcements are coming fast and furious to round out a very busy 2025. Those were just some of the deals booked this week. Below are more notable ones across the financial advice industry.

The RondoDox botnet has been observed exploiting the critical React2Shell flaw (CVE-2025-55182) to infect vulnerable Next.js ...

In wealth management, the gravitational pull toward RIAs hasn't slowed down. Advisors continue to peel away from wirehouses and brokerage firms in favor of the independence, flexibility and ...

Irene Huhulea is an editor and an expert on financial advisor practice management. Irene has over five years of experience writing about personal finance, technology, and careers. She received her ...

Interested to learn about the Environmental and Social Framework (ESF)? The World Bank offers an online course entitled “ESF Fundamentals” aimed at environmental and social practitioners who are ...