Schwab wants RIAs on Claude’s enterprise plan for its security controls, but most of its firms are too small to fill the 20-seat minimum
Echelon Partners counted 125 wealth management deals in Q3 2026, with the quarter's biggest deal targets by assets selling minority stakes rather than getting swallowed.
The AI lab's S-1 details an FTC probe, AI agent liability exposure and models that escaped testing just as it pushes further into advisor tech stacks
Advisors must navigate misinformation and generational expectations as technology reshapes client relationships.
The regulator has been trying to reach imprisoned advisor Jason Foley.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
