Aggregator

Enterprise value is not an event—it’s a trajectory.

Ray Dalio has sounded the alarm about a bubble in AI. Morningstar looked at the 15 stocks that destroyed the most value over the past decade. These are among the investment must reads for financial advisors this week.

LNW's Kristen Bauer details how the $18B RIA measures growth based on its impact on clients, employees and owners, rather than pursuing scale.

Founder Grant Rawdin discusses how the desire to work more closely with clients grounded Wescott Financial in planning, psychology, and goal-focused advice.

On speculation the firm could be in talks for a sale, AlTi’s interim CEO said a special committee was still reviewing strategic options.

The public-sector retirement plan provider will offer brokerage accounts and robo advisory services through a partnership with Apex Fintech Solutions.

The $32.6 billion RIA hired Tim Gacsy to lead the new unit and partnered with Baker Tilly to bolster its family office capabilities.

The semiconductor sector has been the hottest area for intraday strategies.

Financial advisors report growing client interest as the permanent program offers enhanced tax benefits and a 30% reduction for rural zone investments.

Members of the Consumer Federation of America and the Public Investors Advocate Bar Association believe that a provision in the CLARITY Act would allow financial firms to test AI tools without proper regulatory oversight.

The founders of the Focus Partner firm claim the RIA aggregator withheld over $1 million in fees and demanded access to personal financial data beyond what its management agreement permits.

Host Ryan Nauman interviews Concurrent CEO Nate Lenz on AI as a productivity and entrepreneurship enabler, and NextGen advisor expectations.

Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios.

How do you evolve from a familial relationship into true business partners before transitioning ownership?

Fueled by the convergence of wealth, retirement and benefits at the workplace, and client demand, it makes sense.

Sidney Jones brings his 14-person group to Rockefeller Global Family Office after 43 years at Merrill. The move opens a new Columbus, Ohio, office for the firm.

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its North American private equity head.

Mu Nu Upsilon has grown to over 70 members and two chapters, with 22 students landing wealth management internships last summer.

Also, Wealth Enhancement nears $160 billion with Illinois-based firm, Summit adds partners in Georgia and Oregon, Aspen Standards keeps acquiring, and Savvy tops $4 billion in recruited assets in 2026.

In other advisor tech news, Dispatch creates and names four industry veterans to its advisory board, and Orion provides fractional share support for Schwab advisors.