Steep losses in digital assets, alongside a pullback in growth names, are forcing investors to revisit how much volatility they can stomach.
Plus, direct indexing platform Alphathena partners with ex-PayPal chief's tech-forward RIA, while comms compliance startup Archive Intel announces key appointments.
Morningstar research shows more advisors turning to generative AI for efficiency while clients demand deeper guidance, context, and emotional support.
Meanwhile, Osaic has added another former LPL practice on the East Coast, and Carson helps a veteran advisor from Osaic make a succession-focused transition.
The minority capital raise – also featuring Schwab, BlackRock, JPMorgan, and other existing investors – will fuel AI tech, talent development, and other growth efforts for the RIA platform.
Partnership embeds RISR’s capabilities for modeling valuations, exits, and post-liquidity outcomes into Allworth’s national advisor tech platform.
Proposed Virginia tax hikes would put it on par with other high-marginal income tax states including California and New York, says a new Tax Foundation analysis.
Leaders at Axos and Betterment describe how integrated tech, hands‑on transition support, and modern workflows are helping to win over breakaway advisors.
Meanwhile, Jump and Zocks add a tax data provider and an estate planning platform to their still-expanding circle of AI integrations.
New analysis shows out-of-pocket medical bills are steadily chipping away at Social Security and other income sources.
