Schwab's Claude integration blocks Anthropic from retaining advisor and client data for model training, even for users without enterprise plans.

Siddharth Jawahar was sentenced 11 years in prison and $31M in restitution for running Swiftarc Capital fraud scheme

Robinhood Securities joined Oura's underwriting syndicate as TradePMR expands pre-market IPO access for independent advisors.

Anthropic's Enterprise plan offers advisors stronger data controls — but smaller RIAs may struggle with the cost.

The $43M RIA Domain Money reduced its advisor team after AI improvements let each advisor serve up to 150 clients, CEO says.

TradePMR's Scott Victoria says Robinhood Advisor Network's 25% revenue fee model better serves advisors than basis-point pricing in other RIA client referral programs.

Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities

Betterment's survey says 53% of Gen Z investors have considered switching advisors, and they expect more monthly communication with their financial advisor than clients from other generations.

David Haughton, formerly of Carson Group and Commonwealth Financial Network, takes on VP of engagement role at Hargrove MSO, a subsidiary of Hargrove Firm.

The AI-driven RIA has doubled its advisor base to over 150 this year and is on pace to top $100M in annual recurring revenue