Advisor Market Report

The weekly newsletter covering the business of financial advisors. Get the latest on advisor transitions, RIA M&A, recruiting trends, compensation, technology, and the ideas shaping the wealth management industry.

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11,000 RIAs just found out Schwab's AI promise had a catch

11,000 RIAs just found out Schwab's AI promise had a catch

Financial Advisor Recruiter .

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Oct 26, 2026

RIA M&A Slowdown?

RIA M&A Slowdown?

Financial Advisor Recruiter .

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Oct 19, 2026

Fidelity Just Started a Custodian Bidding War for Its Own Smallest Clients

Fidelity Just Started a Custodian Bidding War for Its Own Smallest Clients

Financial Advisor Recruiter .

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Oct 12, 2026

Fidelity Just Kicked Its Smallest RIAs Off the Platform

Fidelity Just Kicked Its Smallest RIAs Off the Platform

Financial Advisor Recruiter .

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Oct 5, 2026

Ameriprise's CEO Just Said the Quiet Part Out Loud

Ameriprise's CEO Just Said the Quiet Part Out Loud

Financial Advisor Recruiter .

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Sep 28, 2026

Ameriprise Just Lost Its Third Billion-Dollar Team This Year

Ameriprise Just Lost Its Third Billion-Dollar Team This Year

Financial Advisor Recruiter .

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Sep 22, 2026

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