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Latest advisor moves, industry news, and analysis from Advisor News Network
ChatGPT's Personal Finance Preview: A Double-Edged Sword for Clients and Advisors Alike
OpenAI has rolled out a preview of a new personal finance experience in ChatGPT, allowing users to connect bank, brokerage, and investment accounts via Plaid. For financial advisors, this marks a pivotal moment in the AI-consumer finance convergence.
Rockefeller Lands Billion-Dollar Morgan Stanley Team in Florida as Talent War Intensifies
Rockefeller Capital Management's wealth management division has added a Florida-based advisory group, Coplin Wealth Partners, overseeing roughly $1 billion in client assets from Morgan Stanley, underscoring the intensifying competition for top wirehouse talent in one of the country's fastest-growing wealth markets.
Corient's $7.8 Billion Capital Advisors Deal Shows RIA Consolidation Has No Off Switch
Corient has agreed to acquire Tulsa-based Capital Advisors, adding $7.8 billion in assets under management and extending its footprint across the South and Southwest in its first Oklahoma office.
InvestmentNews' 2026 5-Star Wealth Management Teams Prove People Still Matter in a Tech-Driven Era
As artificial intelligence transforms back-office operations and portfolio management, InvestmentNews' 2026 5-Star Wealth Management Teams list is a timely reminder that human collaboration remains the ultimate differentiator.
Coastline Wealth Management Adds 18 Teams and $1.7B in Assets, Expands to 13 States
Coastline Wealth Management is accelerating its expansion in the independent space, adding 18 advisory teams and approximately $1.7 billion in new client assets as it extends its footprint to 13 states.
Wells Fargo Nabs Third Billion-Dollar Team in a Week
Wells Fargo Advisors has recruited its third billion-dollar team in roughly a single week, continuing one of the more notable recruiting stretches in wealth management this year.
Morgan Stanley's 50-Basis-Point Crypto Launch Just Reset the Pricing Debate
When Morgan Stanley flipped the switch on cryptocurrency trading inside E*Trade this morning, the headline number immediately stood out: 0.50% per transaction.
Wells Fargo Woos $19M Morgan Stanley NYC Team With RIA Ambitions
Wells Fargo Advisors' multi-channel approach is resonating as it attracted an up-and-coming team from Morgan Stanley Wealth Management.
Rockefeller Adds $3B Merrill Team, $2B UBS Team in Spring Hiring Push
Rockefeller Capital Management has added two sizable wirehouse teams in recent weeks, pulling advisors from both Merrill Lynch and UBS.
The 500%+ Deal Isn't the Outlier — It's the New Floor
For decades, wirehouse recruiting packages have steadily pushed higher. What's changed isn't the direction—it's the speed.
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