Meanwhile, new AI from WealthFeed helps advisors grappling with referral challenges, while OneVest debuts an AI-native platform for small and nimble advisor practices.
Research from CFP Board and Empathy suggests many Americans hide everyday cost stress and delay legacy planning, creating blind spots advisors may need to surface.
TAMP's total Series C funding reaches $80.5 million as the Wall Street giant joins Apollo, BlackRock and JPMorgan as minority investors.
Assets from UHNW households are growing 25% faster than the broader high-net-worth space – but serving them demands capabilities beyond portfolio management.
Also, Perigon adds three more advisor partners to its capital stack, and another Edward Jones breakaway launches her own fee-only planning practice.
Meanwhile, Cetera expands its reach in Alabama with a former Ameriprise team, and a $360 million advisor team from Morgan Stanley joins RBC.
Trend report shows recurring models dominating fee-based planning engagements, pointing to new paths for clients beyond HENRYs and next-gen advisors looking for sustainable career runways.
Stone Ridge fund with BNPL exposure curbs redemptions as Fed analysis of CFPB data unpacks growth and risks in the sector.
Joint SEC–CFTC move clarifies treatment of digital commodities, collectibles, tools, stablecoins and tokenized securities.
CV Advisors taps a fintech veteran to drive AI strategy as Americana Partners brings in a deal-tested finance chief to guide expansion.
