Robinhood pushes direct-to-advisor model in RIA referral program
Editorial summary. Robinhood is expanding its RIA referral program, offering a mobile app-based client-to-advisor match pipeline with a 25% revenue share and $250,000 client minimum.
How billion-dollar RIAs are reshaping the US wealth management landscape
Editorial summary. New data from FINTRX shows that breakaway teams and mergers & acquisitions are reshaping the US wealth management landscape, with Wisconsin emerging as a significant player.
Los grandes capitales y miembros family office con inversiones offshore y cuentas en paraísos fiscales, tributando cero, compran empresas zo
Concern. Family office investors engaging in offshore and tax-haven investments, potentially avoiding their fiduciary responsibilities to shareholders.
Home | Absolute Engagement
Editorial summary. Discover how Absolute Engagement can help you better understand and engage with your HNW clients, improving their satisfaction and referrals.
Resources | Absolute Engagement
Editorial summary. Access our latest research report to understand high-net-worth client sentiments, signals, and their impact on engagement, growth, and loyalty.
Here's How Much Financial Planners Earned in 2025
Editorial summary. Discover how financial planners earned in 2025, a piece essential for advisors looking to stay informed about industry earnings and trends.
The Most Vulnerable Room in Financial Planning - by Scott
Editorial summary. A successful financial planner helps clients achieve their ambitious goals of buying a home, starting a family, and making work optional.
Mariner, Savant, Cerity announce deals, expanding practice capabilities
Editorial summary. Mariner, Savant, and Cerity have announced deals that expand practice capabilities for RIAs in California and New Mexico.
Bluespring Wealth launches dedicated RIA entity to take compliance burden off partner firms
Editorial summary. Bluespring Wealth has launched a dedicated RIA entity to alleviate compliance burdens for partner firms, with five partner firms transitioning into the new structure.
Former Detroit Tigers prospect moves from Edward Jones to LPL
Editorial summary. Les Smith, who played alongside future MLB stars in professional baseball, has transitioned from Edward Jones to LPL.
Altruist opens private markets to independent advisors' clients
Editorial summary. Altruist is expanding its offerings by adding alternative investments from Blackstone, KKR, and others to its custodian platform.
RIAs Scramble To Meet Reg S-P Compliance Deadline
Editorial summary. RIAs face a June 2 deadline to comply with updated SEC rules for incident response plans and vendor oversight, as smaller firms must update their cybersecurity protocols.
CFP® Professional Demographics & Statistics
Editorial summary. CFP Board provides updated demographic data on CFP® professionals, including average and median age, for advisors to understand the profession better.
Weekend Reading For Financial Planners (June 6–7)
Editorial summary. A survey by CFP Board reveals that financial advisors' median income is $195,000 in 2025, with professionals earning 11% more than their peers.
NatWest’s Q1 2026 Private Banking, Wealth Operating Profit Rises https://www.europesays.com/britain/54981/ The UK banking group, which is
Concern. The author provides information about NatWest's Q1 2026 Private Banking, Wealth Operating Profit.
Cresset taps Bessemer Trust veteran to lead family office services
Editorial summary. Cresset is hiring a veteran from Bessemer Trust to lead its family office services, signaling an acceleration in talent acquisition.
RFG Advisory teams up with iCapital to expand alternatives access
Editorial summary. RFG Advisory is partnering with iCapital to offer institutional-grade solutions for structured products and private markets, meeting advisor demand.
Pathstone absorbs $12B Philadelphia RIA Mill Creek Capital
Editorial summary. Pathstone merges with Mill Creek Capital to create a large RIA footprint in Philadelphia.
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Older HNW signals from the last 4 weeks. Same scoring, same sources.