Wealth Management

It’s hard to go for a month in the registered investment advisor sector without a new report detailing the challenge of succession planning in this founder-led, client-driven industry. Just take this week. According to Charles Schwab’s annual RIA benchmarking survey, just 45% of firms with under $250 million in assets under management have a written succession plan.

Wealth Enhancement, an acquisitive Minneapolis-based registered investment advisor overseeing $158.2 billion in client assets, has brought on the investment advisory business of Raleigh, N.C.-area WealthShield Partners and its affiliated wealth management practice, Madison Oaks Wealth Partners, which together managed more than $993 million in assets.

Wells Fargo has launched AI Teammate, an artificial intelligence-powered capability embedded within the firm’s Advisor Gateway (launched in May) that is meant to help advisors, client associates and support teams access information and complete everyday work and administrative tasks. The tool will be available to financial advisors across all Wealth & Investment Management advisor channels, including independent advisors who are part of Wells Fargo Advisors Financial Network.

Steward Partners' Scott Danner and Valerie Rivera discuss scaling from $30B to $50B in AUM through strategic acquisitions Recording on location at the Steward Symposium, host Ryan Nauman welcomes Scott Danner (Chief Growth Officer) and Valerie Rivera (Chief Operating Officer) of Steward Partners to discuss growth in wealth management, where organic expansion has become harder and M&A has become a major driver.

(Bloomberg) -- Got gold? If not, maybe this is the year to get some. While the last five months haven’t been great, with the price off by about 19%, look back over the last few decades and you will see that being a gold bug has been very much a winning strategy. Physical gold has outperformed the US stock market since 2000 and is up close to 122% over the last five years. The long-term story of gold holds. As a place to store wealth, it’s more important than ever.

After spiking to a near-record high in May, financial advisors’ confidence in the overall economy and the equity markets fell last month, as advisors reported their most pessimistic view to date of the economy’s long-term prospects.

Copyright © 2026 Informa Connect Limited. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Win top talent and capture opportunities in the $100T wealth transfer. Download Ready Click below to begin your download. In this exclusive research conducted by Wealth Management IQ sponsored by Goldman Sachs Custody Solutions, discover actionable insights that will help your firm attract top talent, retain your best advisors, and position yourself to serve the next generation of wealth.

As conversations among financial advisors increasingly focus on volatility and whether the market is in an artificial intelligence bubble, executives at Vanguard have some reassuring news. The company forecasts 2.3% U.S. GDP growth in 2026 and 3% growth in 2027, largely driven by the continued evolution and investment in AI technology. Vanguard researchers estimate that this investment activity will likely last for another year or two.

OneDigital, an Atlanta-based insurance, talent and financial advisory firm with more than $155 billion in client assets, has acquired Rosenthal Wealth Management Group, a $1.8 billion registered investment advisor based in Manassas, Va., with additional offices in Maryland and Western Pennsylvania. The eight-advisor team is leaving independent broker/dealer Cetera to make the move to OneDigital Investment Advisors.