2025 Outlook Q&A: The Evolution of AI in Wealth Management Our tech columnist catches up with Haik Sahakyan, co-founder and CEO of ARQA.

RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

2024 Will Be the Year of the PEPs2024 Will Be the Year of the PEPs Record keepers are the biggest inhibitors.

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. Black Diamond will deeply integrate with Morningstar’s new ...

Carson Launches Tax Strategy With Acquisition of $385M RIA Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.

Russ Norwood, chief executive officer at Venturi Wealth Management, as he discusses how they focus on serving high-net-worth individuals, particularly executives and founders of private companies ...

Dave Goes Spearheads Enterprise Sales at Advyzon Dave Goes discusses his new role at Advyzon and the mission to scale up to enterprise clients.

Alts Platform Startup Gridline Raises $9M Gridline founder and CEO expects to use the funding to double its head count over the next year, and projects reaching $2 billion of AUM in 2025.

By assuming existing loans, investors can mitigate the risk from rising interest rates and ultimately underwrite a greater leveraged return, market participants say.