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The company’s head of product and portfolio strategy for financial advisors sees plenty of attractive opportunities for AI investment, but they may not be where advisors think.

The eight-advisor team will bolster OneDigital’s presence in the Mid-Atlantic.

Breaking away is a series of decisions about structure, incentives, partners, purpose and people.

Also, Cresset hires a CTO from within, HB Wealth adds senior leaders for a new institutional division, and Eton hires a wealth manager from Northern Trust.

The long-awaited rule would make paper delivery “a relic, not a standard,” according to SEC Chair Paul Atkins.

With artificial intelligence on the rise, has the role of the recruiter become obsolete, or has it simply evolved?

Schwab’s annual RIA benchmarking survey of its custodial clients reiterates the persistent struggle to generate organic growth and hiring new employees.

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Pierzak also reviews valuation divergences, M&A trends, sector performance, and more.

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Second quarter REIT performance and sector specific trends were among the topics discussed during the July 14 FTSE Nareit U.S. Real Estate Indexes in Review & What’s Next webinar.

The best firms aren’t the ones that looked the same at 250 employees as they did at 50.

Golf taught Certuity's Constantine Hatzivassiliou how to perform under pressure. Building a nearly $5 billion multi-family office taught him that the best advisors become the first call when life, not just the markets, gets complicated.

A recent survey of RIA executives by investment bank DeVoe & Company also sees a gap between RIA seller expectations and buyer thoughts on valuation in 2026.

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CEO Stephen Budorick discusses the company's strong operating performance, recent credit rating upgrade, and how rising U.S. defense spending is creating long-term growth opportunities.

RIAs of all sizes are starting to grapple with the cost and implementation of AI, potentially speeding some smaller firms to consider a sale.

The suite includes risk-based and income-focused models.

Wells Fargo’s chief financial officer said the firm was continuing to hit high levels of advisor recruiting and attrition each quarter, while Morgan Stanley is benefitting from IPO-related inflows.

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Data center REITs own and manage highly specialized facilities that house the critical IT infrastructure that powers today’s economy.

Technology and AI are pushing advisors beyond traditional fund monitoring and fee benchmarking toward helping sponsors navigate a complex ecosystem of retiretech solutions.

Make sure what you authorize is actually what you intend.

Bogart Wealth's James Bogart discusses why investing in people, data and future advisors is essential for creating an enduring organization