“Today is as big a moment as I have seen in my career,” says Shirl Penney of Dynasty Financial Partners.
Built in partnership with Dynasty Financial, Schwab, VanguardClaude for Financial Advisors links custodians, CRMs and planning tools for advisor workflows.
Arca becomes the first firm to build on Altruist's Realtime Custodial API, deepening a partnership tied to its rapid tech-led growth.
Astraeus finds AI-adopting RIAs grew headcount and productivity faster, though compliance concerns around AI oversight persist.
The new investment in Flourish represents another shot in the growing competition for cash management and private-banking business in the independent RIA space.
The Benchmark platform embeds private banking directly into advisors' workflows, addressing a gap for independent RIAs looking to cut the cord from wirehouses.
Vanguard's deal pairs its scale with Altruist's AI-driven custody platform, aiming to widen access to financial advice nationwide.
The wealth tech firm's new $50 monthly pricing scheme puts it side-by-side with smaller practices looking for tech-powered expansion.
Vanguard's new offering lets advisors modify off-the-shelf models as custom-portfolio assets approach $1 trillion industrywide.
Advisors can use fractional share trading to implement client models to the dollar, rather than rounding to whole shares.
Formerly with Northwestern Mutual, the Civic Financial team is moving its custodial and technology stack to the challenger RIA custodian's fast-growing platform.
Nearly half of surveyed RIAs use AI to write job descriptions and more than a third use AI to develop interview questions.
The wealthtech firm's Custody Command Layer taps into Goldman Sachs Custody Solutions to speed account opening for independent RIAs.
The RIA plans to expand its footprint across the U.S. while using AI to free advisors from back-office tasks
The AI prospecting startup expands beyond individual advisors, targeting centralized marketing groups at firms with large home offices.
The Oasis Group white paper argues $100 million-$1 billion AUM firms spend too much time on investment operations, and the economics of TAMP outsourcing are better than they look.
A decade after launch, co-founder Alan Moore reflects on the model's rise, how firms have relaxed their Boomer millionaire bias, and what last year's AdvisorBOB acquisition means for the platform.
NetLaw CEO Alex Hargrove says advisors helping to fill gaps in wills, trusts, and legacy planning conversations must also ask who's legally on the hook when something goes wrong.
A new F2 Strategy survey finds that most wealth management firms plan to overhaul their operating models — and one California-based RIA offers a ground-level view of what that actually costs.
Leila Shaver of My RIA Lawyer says advisors relying on AI notetakers risk sending client communications through automated email summaries, which must be reviewed by humans before distribution to meet SEC expectations.
