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Jump broadens its Anthropic partnership, rolling out skills meant to transform advisor-client conversations into organized follow-up tasks, recaps and commitment tracking.

The Stribling-Whalen Financial Group is custodying client assets with Fidelity and works high-net-worth individuals, families and business owners in Georgia and other states.

Allocations to outstanding investments are won through relationships, and terms are negotiated only when there is size and scale.

Year-to-date ETF launches have already surpassed the record set for full year 2025, reports ETF Db. JP Morgan Asset Management touts bonds as “generational” investment opportunity, but not everyone is convinced they are low risk. These are among the investment must reads for financial advisors this week.

Year-to-date ETF launches have already surpassed the record set for full year 2025, reports ETF Db. JP Morgan Asset Management touts bonds as “generational” investment opportunity, but not everyone is convinced they are low risk. These are among the investment must reads for financial advisors this week.

Elevation Point’s Jim Dickson details how minority capital can support RIA growth while advisors retain meaningful ownership and decision-making control.

Elevation Point’s Jim Dickson details how minority capital can support RIA growth while advisors retain meaningful ownership and decision-making control.

The AI-native wealth platform says its new tool can manage up to 80% of daily tasks for financial professionals, drawing on insights gathered from thousands of advisors nationwide.

Non-advisory accounts are easy to overlook and costly to ignore. A consolidated approach can help advisors gain a more complete view of clients assets, improve risk oversight and enhance practice efficiency.

Rockefeller Capital Management has expanded its Global Family Office division, bringing on a seven-member Houston team led by Chris Sheets and Forrest Green from J.P. Morgan.

The Series B round includes backing from EQT Ventures, Charles Schwab and Revolut founder Nik Storonsky.

In other moves, RBC snags a UBS veteran to lead in southern Texas; American Beacon Partners hires a client portfolio manager from Envestnet; and Meeder Investment hires a new product lead to bolster market penetration.

Voya's Sean Banai discusses Federal Reserve’s rate path, persistent inflation and Treasury yields, and how to generate attractive income without taking on extra duration.

Founder ETFs' Michael Monaghan discusses how stronger partnerships between financial advisors and asset managers can help advisors deliver more value, deepen client engagement and win new business.

Convergence is pitting advisors and providers against each other.

Study data show advocacy scores alone do not secure new plans; specialists, hybrids and wealth advisors each need distinct record keeper support to grow their practices efficiently.

The SEC's exam division plans to probe how firms govern AI use, from deepfake threats to vendor risk, while also prioritizing illiquid products and Reg S-P readiness.

Ken Stern outlined his firm’s growth ambitions at RIA Edge Orange County.

The Southwest Florida team joins Raymond James’ Financial Institutions Division through Pinnacle Financial Partners’ investment program.

The filing was never the point. Building a great business is.