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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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WM Altruist Adds Donor-Advised Funds to PlatformIN Built on insurance experience to deliver on long-term promisesRB Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among othersIN Annuities for RIAs: Why fee-only advisors still hit a wallFP How an AM radio host dialed up her niche businessWM Cresset Aims for $13.1B Trust Business with National Advisors Trust DealIN Fidelity's $100M RIA custody minimum lands amid long-short SMA curbsIN Broker-dealers must lean on tech, brand as advisors weigh optionsWM LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNetIN Looking for a passion asset? New investment platform touts stakes in classic cars

2 stories on the wire

“Envestnet”

Every headline in wealth management from 8 outlets, in the order it was published. Each one links to the outlet that reported it.

  1. News · RIABiz

    CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if rivals refuse API access

  2. Deals · RIABiz

    Bain Capital (mostly) funds Envestnet buy of Vestmark to surpass $10 trillion and define 'adaptive modularity' strategy, leaving Orion a clear RIA lane