10 Top-Performing Robo-Advisors: Q3 2025

Published on November 21, 2025

The Robo Ranking tracks performance of 34 real portfolios on 24 advice platforms.

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What Wealthy, and Wealthier, Clients Seek in Alternative Investments

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Here's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."      Related StoriesRIAs Charged With Inflating AUM and Misrepresenting LocationsHow 'Invisible Intelligence' Powers Client RelationshipsHow to Prioritize Charitable Planning With Clients

Deals & Moves: Insigneo Lands Raymond James Team; $5B PFG Moves to United Planners

November 21, 2025
In addition, The Mather Group acquires a California-based firm, the AmeriFlex Group recruits two teams from the Commonwealth, and Snowden Lane snags an Osaic advisor.