Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'

Published on October 22, 2026

Cerulli Associates finds true fee-only RIAs are growing more slowly than hybrid firms with brokerage ties or insurance licenses among the largest wealth managers.

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Consumer Price Index: Inflation at 3.7% in September

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Inflation rose 3.7% year-over-year in September, climbing from August's print of 3.4%. The headline figure for the Consumer Price Index (CPI) was also higher than economist estimates of 3.6%.

The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management Firms

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Wolfe Research’s Steve Chubak offers a different lens on growth, recruiting, AI, pricing, M&A and what separates stronger firms from the rest.