The Benchmark platform embeds private banking directly into advisors' workflows, addressing a gap for independent RIAs looking to cut the cord from wirehouses.
Crown Legacy Wealth joins the fast-growing hybrid RIA as advisor recruitment intensifies across the wirehouse channel.
Q2 data shows advisors piling into AI and semiconductor funds, while ISS finds model portfolios now drive over a third of ETF assets.
New survey data show record contributions and investing gains, even as employer education on retirement use stays limited
Phoenix-based Brookwood Investment Group taps the AI-native wealthtech firm as its advisor count and AUM keep climbing
San Diego broker-dealer giant picks up California-based Sierra Ridge and its roughly 40 advisors, who had been affiliated with LPL for just over a year.
Chris Davitt and Anupam Singh bring institutional recruiting muscle to a firm built for advisors chasing equity and independence.
Appointment continues a wave of AI leadership hires reshaping wealth management as advisory firms race to build out digital and data infrastructure.
Sentir joins a wave of AI-native launches as RIA firms seek a competitive edge from CRMs and artificial intelligence use.
Advisors gain a direct line to client tax transcripts as new data shows tax services increasingly separate top-performing firms from the pack.
