Celebrating 250! More advisors discuss what going independent really taught them Celebrating 250! More advisors discuss what going independent really taught them
JUL 02, 2026 BY GREGG GREENBERG

On America's 250th birthday, four advisors who left wirehouses and major banks reflect on conviction, technology freedom, and clients who celebrated their leap

Practice Management (GoRIA)

Celebrating 250! More advisors discuss what going independent really taught them
JUL 02, 2026 Celebrating 250! More advisors discuss what going independent really taught them
Celebrating 250! Advisors who went independent share what the leap actually taught them
JUL 01, 2026 Celebrating 250! Advisors who went independent share what the leap actually taught them
EP Wealth launches cash incentive plan tied to firm valuation
JUN 30, 2026 EP Wealth launches cash incentive plan tied to firm valuation

Technology

AI-enabled RIA Arca raises $64M, works with an Anthropic client
JUN 26, 2026 AI-enabled RIA Arca raises $64M, works with an Anthropic client
FINNY launches enterprise AI growth platform with Mercer Advisors
JUN 09, 2026 FINNY launches enterprise AI growth platform with Mercer Advisors
New report spotlights 'operational paradox' for mid-sized RIAs
MAY 20, 2026 New report spotlights 'operational paradox' for mid-sized RIAs

Compliance

Maryland regulators spank fledgling art-focused RIA Masterworks over registration snafus
JUN 26, 2026 Maryland regulators spank fledgling art-focused RIA Masterworks over registration snafus
AI meeting notetakers spark hidden compliance risks for RIAs
APR 20, 2026 AI meeting notetakers spark hidden compliance risks for RIAs
The SEC is preparing to raise thresholds for performance fees
MAR 31, 2026 The SEC is preparing to raise thresholds for performance fees

Custodian

Altruist riding 140% growth trajectory in 'breakout' year, CEO says
JUN 17, 2026 Altruist riding 140% growth trajectory in 'breakout' year, CEO says
Betterment eyes retail-to-advisor pipeline with RIA referral pilot
JUN 11, 2026 Betterment eyes retail-to-advisor pipeline with RIA referral pilot
Robinhood pushes direct-to-advisor model in RIA referral program
JUN 08, 2026 Robinhood pushes direct-to-advisor model in RIA referral program

Bolt-Ons

The legal fine print behind estate planning tech: What RIAs need to know
APR 27, 2026 The legal fine print behind estate planning tech: What RIAs need to know
Billpay providers for UHNW clients raise capital as 'concierge' services come downmarket
MAR 25, 2026 Billpay providers for UHNW clients raise capital as 'concierge' services come downmarket
Wealthreach launches Attract to help advisors get noticed by AI
MAR 25, 2026 Wealthreach launches Attract to help advisors get noticed by AI

TAMPs

New report spotlights 'operational paradox' for mid-sized RIAs
MAY 20, 2026 New report spotlights 'operational paradox' for mid-sized RIAs
GeoWealth lands $42.5M Goldman Sachs investment in extended Series C
MAR 19, 2026 GeoWealth lands $42.5M Goldman Sachs investment in extended Series C
How Envestnet TAMP works: Key features for RIAs in the US
DEC 02, 2025 How Envestnet TAMP works: Key features for RIAs in the US

Podcasts

"Tuck or No Tuck"
JUN 24, 2026 "Tuck or No Tuck"
How to leverage a custodian's resources to goRIA
MAR 03, 2026 How to leverage a custodian's resources to goRIA
goRIA with Johnny Hilbrant (aka "The PE Guy")
FEB 11, 2026 goRIA with Johnny Hilbrant (aka "The PE Guy")

On Location

Oct 13, 2025 | The CAIS Summit (Beverly Hills) E7 | Guest: Harrison Quinn, Founder & CEO, HDQ Wealth
JUN 29, 2026 Oct 13, 2025 | The CAIS Summit (Beverly Hills) E7 | Guest: Harrison Quinn, Founder & CEO, HDQ Wealth
Oct 13, 2025 | The CAIS Summit (Beverly Hills) E6 | Guest: Lane MacDonald, CIO of SCS Financial
JUN 29, 2026 Oct 13, 2025 | The CAIS Summit (Beverly Hills) E6 | Guest: Lane MacDonald, CIO of SCS Financial
Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners
JUN 29, 2026 Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners

Webinars

goRIA Virtual Summit
MAY 01, 2024 goRIA Virtual Summit