Wealthtech Betterment: RIAs Are Adapting To Meet The Demands Of Digital-First Investors Advisors Are Leveraging Tech But 65% Of RIAs Surveyed Were Concerned About Clients Using AI For Financial Advice. By Jeff Berman / 5 Sep 2025
Newsmakers IFG Hires Steven Gensler To Lead Advisor Growth Strategy Former LPL Exec Will Oversee Programs Designed To Support Advisors By Janeesa Hollingshead / 5 Sep 2025
Investment Solutions Morningstar Launches Its First Medalist Ratings For Semiliquid Funds Semiliquid Funds Assets Grew Over 60% Since 2022, But Remain Difficult To Evaluate And Needed Independent Analysis, Morningstar Says. By Jeff Berman / 4 Sep 2025
Newsmakers Corient Starts Global Expansion With Acquisitions Of Two UK-Based Advisory Firms The Purchases Of Stanhope Capital And Stonehage Fleming Add $214 Billion In Client Assets To Corient By Jeff Berman / 3 Sep 2025
Newsmakers Mercer To Expand In California, Idaho And Oregon With Latest Acquisitions Mercer To Add About $850 Million In Assets With Purchases Of West Oak Capital And Eagle Wealth. By Jeff Berman / 2 Sep 2025
Wealthtech Docupace Unveils AI Roadmap To Transform Wealth Management Operations Firm Predicts That AI-Driven Operations Will Be Standard In Wealth Management By 2027 By James Miller / 28 Aug 2025
Newsmakers MAI Capital Management To Add $27 Billion California RIA Evoke The Acquisition Will Create A National Firm With About $60 Billion In AUM And AUA When It Closes By Q4, MAI Says. By Jeff Berman / 28 Aug 2025
Wealthtech How To Choose The Right AI Partner For Your Firm AI Should Initiate Workflows, Centralize At The CRM And Enable More Personalization By WSR Newsroom / 27 Aug 2025
Upmarket Cerulli: Advisors Must Adapt Services To Better Meet HNW Clients’ Demands Client Service Offerings Will Be The ‘Key Differentiator’ For HNW Practices, The Firm Says. By Jeff Berman / 27 Aug 2025
