Gregg Greenberg

For all the talk of job-hopping one's way to the top, continually trading loyalty for a better title, it's worth noting that sometimes sticking around and displaying one's skills pays off.

With the average family spending $241,080 raising a child to 18, the first year after college costs end is one of the largest cash-flow events in a client's financial life — and three advisors say most families squander it

With Q1 2026 setting an all-time record of 142 deals and $1.67 trillion in transacted AUM, four RIA leaders explain why inbound interest hasn't changed their strategy — and what smaller firms should watch for

Two and a half years after SECURE 2.0 created the 529-to-Roth pathway, three advisors say most families still don't understand the rules — and the most common mistakes are entirely avoidable

How rising rates, longer lifespans, and AI-powered planning tools are reshaping the way advisors turn portfolios into retirement income.

Amy Webber's nearly three-decade career at Cambridge Investment Research highlights the value of long-term leadership. Joining as the firm's 22nd associate in 1998, Webber became CEO in 2016 and helped expand Cambridge to $267 billion in assets under advisement and more than 4,100 advisors. She credits the firm's growth to independence, entrepreneurship and a people-focused culture. Under her leadership, Cambridge has pursued acquisitions, expanded advisor support and embraced AI while emphasizing responsible implementation. Webber says organic growth, succession planning and developing future leaders remain priorities. She believes her role is to strengthen Cambridge for long-term success beyond any individual leader, including herself.

Three advisors explain the investment-driven and client-driven triggers that prompt them to sell — and why volatility alone is never the reason

The high-yield Dow strategy is outpacing the index year-to-date, but most advisors prefer more flexible dividend approaches over a rigid mechanical formula

Three dissenting votes from Hammack, Kashkari, and Logan sent the 30-year Treasury to a 19-year high of 5.21% — and advisors who never positioned for cuts are watching the chaos from the sidelines

Millennial and Gen Z investors are redefining wealth through travel, dining, and flexibility — and that's forcing advisors to rethink how they plan