October’s most-read stories examined how advisors are expanding their capabilities while preserving client relationships. Readers focused on Eaglebrook’s digital asset platform, preparing the next generation of advisors, connecting estate and tax planning, navigating family wealth transfers and redesigning RIA workflows with AI.
Eaglebrook Introduces Direct Indexing For Digital Assets
Eaglebrook launched a digital asset direct indexing platform featuring the S&P Cryptocurrency Top 10 Equal Weight Index through separately managed accounts, giving advisors access to direct ownership, automated tax management, in-kind funding and portfolio customization.
Succession Planning Tips That Tip The Scales In Your Favor
Executives from The AmeriFlex Group, Genesis Wealth, The Kelley Financial Group and VestGen Wealth Partners share how early preparation, successor development and gradual client handoffs support advisor succession and preserve continuity.
The Next Tech Frontier For RIAs Isn’t Investing. It’s Advice
Hue Partners’ Ryan Halls and Wealth.com’s Tim White explain why RIA founders considering M&A should evaluate technology by its ability to connect estate and tax planning, deepen advice and give professionals more time for client relationships.
The Family Behind The Fortune
Experts from Pitcairn, Simon Quick Advisors and Angeles Family Office discuss how advisors can help wealthy families prepare heirs, clarify competing interests and navigate the emotional complexities of wealth transfer through communication, governance and outside expertise.
Feathery’s Zack Khan Discusses AI-Native Operations For RIAs
In this Wealth Set Go episode, Feathery Co-Founder Zack Khan joins Jim Roth to discuss redesigning firmwide workflows with AI and whether greater operating capacity without proportional headcount growth could help small and midsize RIAs remain independent longer.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
