Author: narayan

Triad Wealth Partners, an institutional RIA that runs a TAMP program and serves as a sub-advisor for independent RIA practitioners,

This week, we surveyed a few dealmakers in the wealth management space to gauge activity in 2026. The verdict: we’re

(Bloomberg) — Bonds keep failing at one of their key jobs — cushioning stock losses. Wall Street has noticed, and

A Delaware federal court judge ruled in favor of Edelman Financial Engines, granting a temporary restraining order, in part, that

I’ve attended many a T3 conference, and I always come away with far more in the way of valuable insights

Mergers and acquisitions deal flow in the wealth management space is once again proving durable, according to an early 2026

A New York-based unregistered advisor pleaded guilty to defrauding clients of millions of dollars by touting strong returns via his

As debate continues over how artificial intelligence will disrupt—or enhance—the delivery of financial services, one major AI platform is deepening

Across the RIA landscape, the promise of new technology is both a blessing and a curse. The modern advisory firm

In this episode of the RIA Edge Podcast, host David Armstrong interviews Peter Mallouk, president and CEO of Creative Planning,