CFO Doug Moore and EVP of financial planning Sarah Mouser will both work remotely for Merit. “I think the RIA of the future goes after talent wherever it is and tries to get people together when it makes sense,” says Merit's Alex Hansen.
AE Wealth’s new president reflects on her 25 years in wealth management and how the industry’s cycle from independence to RIA to W-2 is redefining advisor affiliation models.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
Orion CEO Natalie Wolfsen says artificial intelligence could double the number of Americans receiving financial advice as RIAs deploy AI to boost advisor productivity
Alabama pitcher Tyler Fay and Arkansas slugger Camden Kozeal are working with Socium Advisors to manage NIL income and prepare for the MLB Draft in July, but they'll first aim to reach Charles Schwab Field in Omaha for the College World Series.
“I find myself relying on [prediction markets] more and more as an indicator of what the markets are really thinking," said Ben Snider, Goldman Sachs’ chief US equity strategist. "I have AI combine Kalshi, Polymarket, anything else I can find, and aggregate them across my screen."
Alternative investment platforms like SEI Access now let financial advisors explore litigation finance, a high-return but high-risk alternative.
Brendan Kenny’s move from Edelman Financial Engines comes with a temporary restraining order tied to the firms’ broader advisor-poaching lawsuit against Prime Capital Financial, which says Edelman has been acting anticompetitively.
At Goldman Sachs’ RIA conference, Dynasty’s Shirl Penney said an AI clone trained on his emails and speeches could be the first of “hundreds of digital employees.”
"Advisors don't want to sacrifice flexibility and ownership in order to access that institutional quality resources and support," Concurrent's Joe Mooney says as his Merchant-backed RIA crosses $20 billion AUM.
