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.
Goldman’s shifting approach to wealth management has included reorganizations, the United Capital buy-and-sell, a short-lived robo-advisor and frustrating client constraints, as described by Farther's new family office head Ben Seidenstein.
The move gives advisors a more unified view of household assets, bringing 401(k) and other workplace retirement plan data into the portfolio design and trading picture.
Also, Jump unveils a new AI workflow assistant for advisors, while WealthReach touts an industry-leading AI search and SEO engine for wealth firm websites.
Advisor360 survey finds planners eager to use automation to expand tax, retirement, and planning services while betting on human skills to strengthen client relationships.
Despite concerns about AI accuracy and regulation, firms say automation, cleaner data and unified workflows are key to scaling advice in 2026.
Cerulli research shows larger RIAs pouring money into data infrastructure and AI tools in bid to boost productivity and valuations.
Advisors who've made the leap describe behind-the-scenes hiccups during their pivotal transitions.
Advisors racing to add on new platforms may find their legacy plumbing can't support the next wave, warns one expert.
Financial advisors say AI tools will be on their shopping lists for the coming year. They also discuss which technologies might not make the cut.
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Leaders at Siebert Financial discuss how AI has supercharged marketing outcomes and compliance capacity – while still keeping humans in the loop.
Schwab Advisor Services executive Lisa Salvi urged RIAs to create firmwide “AI vision statements” to counter workforce anxiety as the technology seeks expansion beyond today's benign notetaker role.
