Advisors Say They Would Switch Firms for Better AI
By Michael S. FischerFor advisory firms, AI isn't just a timesaver, AssetMark finds — it's a recruiting advantage.
September 15, 2026
Schwab Wealth Advisory Raising Fees on $5M to $25M AccountsThe RIA also will charge a product fee for third-party SMAs.
September 15, 2026
How to Close the Planning Implementation GapThe disconnect creates additional work and can make it harder for clients to understand whether their investments remain aligned.
September 15, 2026
SEC Urges Advisors to Fine-Tune Compliance ReviewsA risk alert points to ongoing challenges in keeping in step with the Compliance Rule.
September 15, 2026
Creative Planning to Buy Consulting Firm With $4.3T in AUAThe acquisition of RVK will help institutional clients navigate complex financial decisions, CEO Peter Mallouk says.
September 15, 2026
Anthropic Releases Claude for Financial AdvisorsThe new suite, unveiled at the Future Proof Festival, connects to BlackRock, Schwab, Vanguard and others.
September 10, 2026
Why the Envestnet-Vestmark Deal Matters for AdvisorsThe transaction, experts say, will increase advisors' capabilities while moving Envestnet further into the BD space.
September 10, 2026
RIAs Plan to Add Jobs as AI Boosts Capacity: CerulliThe findings of a new study may be counterintuitive, but advisors say it fits with what they've been seeing.