Gap Between Top RIAs And The Rest Widens, Schwab Study Finds

Published on July 16, 2026

High performers grew assets, revenue and client rosters faster than others in 2025.

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People Moves: Modera Hires State Street Alum as CIO, Adds COO

July 16, 2026
Also, Cresset hires a CTO from within, HB Wealth adds senior leaders for a new institutional division, and Eton hires a wealth manager from Northern Trust.

J.P. Morgan Seeks Restraining Order Against Advisor Who Jumped To LPL

July 16, 2026
Chicago area advisor Alan Feutz oversaw some $725 million in assets before he was lured to LPL's Genesis Wealth.