Cetera Added A Schwab And Fidelity Veteran. The Bigger Story Is RIA Choice
Cetera named Paul Polese to lead RIA Blueprint, strengthening its RIA and branches strategy as advisors demand more affiliation choice.
The Bull Market For Advice Is Really A Bull Market For Clarity
Fidelity’s Marc Squires says advisor demand remains strong as complexity, philanthropy, alternatives and client uncertainty shape 2026.