Market Boosted RIA Assets 14.5% In 2025, But New Clients Were Scarce

Published on July 31, 2026

RIAs offering financial planning stood out with a median 14 net new client relationships, a new study says.

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LPL Sees 35% Growth In Recruited Assets, Lifting 2Q Results

July 31, 2026
The nation's largest IBD said it remains on track to retain 90% of Commonwealth's assets by the fourth quarter.

Covered Call ETFs 2.0: Smarter Income, Better Outcomes

July 31, 2026
Following historic inflows, momentum in the covered call ETF market continues unabated. Yet first-generation buy-write products were often viewed somewhat narrowly as high-yield income vehicles built on sacrificing equity upside for immediate cash flow. While early strategies proved the massive appetite for yield, they also exposed key advisor pain points — from steep NAV erosion in bull markets t