As our industry continues to adopt AI, we clarify where it helps and where it doesn’t. AI has shown itself to be a powerful tool, but still a tool in human hands. This week, we bring you the voices of several experts to discuss how AI is helping to streamline advisor transitions — and which parts of that process remain firmly on the human side.
Custody Is Getting A Second Act. Most RIAs Are Stuck In The First.
Jack Martin of Amplify Platform explains why advisor satisfaction with custodians is dropping while new contenders rise. Martin points to the difficulties for advisors with multiple custodians, who need unified records that work across multiple feeds.
“The pain has reached a tipping point, and the contenders know it,” said Martin.
AI Streamlines Advisor Onboarding, But Recruiting Remains A Human Task
We examine the current state of AI in advisor onboarding and transitions, examining which parts of the process technology is improving and which pieces rely on human judgment and trust.
To explore this topic, we spoke with Louis Diamond of Diamond Consultants, Jeff Nash of Bridgemark Strategies, Tammy Robbins of Cambridge Investment Research, Sindhu Joseph of CogniCor and Peter Dun of Feathery.
The Power Of Niche Marketing: How Specialization Is Driving Growth
To learn about niche client specialization, we spoke with Brandt Burns of Mountain Capital Investment Advisors, Jason Van de Loo of Choreo and Matt Smith of Great Lakes Financial Group.
They address which niches advisors are currently pursuing and how this strategy differs from a traditional broad-based approach.
iCapital: Potential ‘Speed Traps’ May Slow Economy In Second Half
U.S. economic growth in the second half of 2026 may be challenged by AI, “rising consumer strain,” and high inflation and interest rates, according to a mid-year market forecast released by iCapital.
“Will AI capex vigilantes emerge?” asked the firm’s Sonali Basak.
Digital Assets, Tokenization & Stablecoins — Week of July 6
Digital Wealth News (DWN) provides its latest review of the digital assets space, including regulation and policy, tokenization, distribution, remittance, on-chain settlement and more. Digital Assets, Tokenization & Stablecoins is a weekly publication of DWN.
For more, visit their website and subscribe to their newsletter.
WSRIA Roundup
This month’s roundup of top RIA stories includes acquisitions by Waverly, Pathstone and AlphaCore; Crewe receiving a minority stake; Accelerated making a minority investment; recruiting by Perennial and DayMark; the launch of Beacon Coast; Dynasty formalizing its consulting group; Holistic selecting Altruist as custodian; Moneta naming a growth head; and Cerulli publishing M&A research.
While advisor and executive recruiting made the most news, the Altruist and Holistic partnership serves as a reminder that custodians are also actively “recruiting.”
Deals & Recruiting Roundup
This week’s roundup includes acquisitions by Horizon, Corient, Wealth Enhancement, EP Wealth, Carson and Clearstead; Coastal Bridge merging with two firms; recruiting by Osaic and LPL; Vanilla partnering with Callan Family Office; and appointments by Arch and Lido.
From time to time our industry sees multi-billion international deals, such as this week’s purchase by Corient of Letus, a $5 billion advisory firm based in Paris.
Amplify Launches Integrated Custody Solutions For RIAs With Goldman Sachs
Amplify Platform announced the launch of Custody Command Layer, a platform solution for independent RIA firms, enterprises and platforms that is integrated with Goldman Sachs Custody Solutions (GSCS).
The Amplify and GSCS platforms are designed for large independent RIAs to scale their practices and serve clients, while retaining their brand identities and independence, Amplify said.
Clearstead Advisors Buys $2.6 Billion Philadelphia Team From myCIO
Cleveland-based RIA Clearstead Advisors announced it acquired a Philadelphia-based wealth management team from myCIO Wealth Partners. The team advised on about $2.6 billion of regulatory assets under management (AUM) as of March 31.
Clearstead’s acquisition strategy is supported by majority owner Flexpoint Ford.
Feathery Reaches $2 Billion Milestone In Quarterly Transition Volume
Feathery announced that firms using its advisor transitions platform transitioned more than $2 billion in AUM during the first quarter of 2026.
The firm uses AI and workflow automation to replace traditional, manual transition processes.
WealthFeed Prospecting Platform Selected By The Mather Group
WealthFeed, an AI-powered prospecting and organic growth platform for financial advisors, announced that The Mather Group named the firm its sole approved enterprise prospecting platform.
WealthFeed’s platform is designed to help advisors identify money-in-motion events, enrich prospect data and automate outreach through a single integrated system.
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Wealth Solutions Report
