Financial Wellness Tools Must Connect the Dots

Published on October 2, 2026

Advisors should evaluate whether financial wellness programs help employees make decisions across multiple benefits, not just provide standalone tools.

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Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

October 2, 2026
In addition, Cerity pens its third deal of the week, OnePoint BFG expands in Georgia and Florida, and Carson Group adds a women-led team from Commonwealth to its 1099 advisor channel.

How Far Can AI Overlays Really Go?

October 2, 2026
If you're not careful about the technology you bring into the firm today, you may find yourself living with the consequences for a very long time.