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
Words In Edgewise Networks That Work For All: Evolving Support Models In A Shifting Industry How To Address Independent Advisors’ Expectations Of Their Home Offices By James Miller / 27 Aug 2025
Upmarket Why Mid-Sized RIAs Are Getting Squeezed Survival Hinges On Specialization, Partnerships And Capital By WSR Newsroom / 26 Aug 2025
Wealthtech Regtech Surge: How To Choose The Best RIA Compliance Partner Eight Essential Elements To Help You Navigate The Regtech Space By WSR Newsroom / 26 Aug 2025
Investment Solutions & Gatekeepers Direct Indexing: A Smarter, More Personalized Approach To Investing Direct Indexing Provides Savings, Customization And Improved Client Service By WSR Newsroom / 25 Aug 2025
Upmarket Patent Perspectives: Clients Crave Connection – Supporting Advisor Efforts Is Critical Firms Should Enable Advisors To Authentically Connect With Clients In Personal Ways By Julius Buchanan / 25 Aug 2025
Beltway & Beyond New Jersey Threatens Advisors’ Businesses And Clients’ Access To Advice The State’s Independent Contractor Proposal Threatens Independent Financial Advisors And Their Services To Clients By WSR Newsroom / 25 Aug 2025
