1+ day, 23+ hour ago   (408+ words) As advisory firms begin setting technology budgets for 2027, three product and operations leaders in wealth management technology say the clearest returns from agentic AI aren't coming from the advice conversation itself — they're coming from the operational work that surrounds it:…...

3+ day, 10+ hour ago   (387+ words) Baird has added Jesse Wilson, AWM, CFP, as a director and financial advisor to its wealth management office in Chandler, Arizona. Wilson comes from Edelman Financial Engines, where he managed approximately $220 million in client assets, and brings more than 27 years…...

1+ week, 2+ day ago   (1031+ words) Registered investment advisors that have disclosed meaningful use of artificial intelligence are hiring more staff and outperforming peers on advisor productivity. The report analyzed Form ADV Part 2A filings submitted by 6,384 independent private wealth RIAs as of March 2026, the Securities and…...

1+ week, 4+ day ago   (619+ words) Gelfand, Rennert & Feldman, one of the largest business management and family office firms in the United States, has made its first move into the Canadian market, acquiring Burlington, Ontario-based Danyliw & Mann, Inc. and affiliated royalty management company BDM Royalty Management…...

1+ week, 4+ day ago   (373+ words) Wealth Enhancement Group has acquired the investment advisory business of Dickerson Jackson & Associates, a Glen Allen, Virginia-based hybrid RIA managing more than $376 million in client assets, deepening the Minneapolis-based consolidator's presence in the state beyond its existing office in Falls…...

1+ week, 4+ day ago   (567+ words) For decades, our industry has viewed return on investment as one of the most important measures of success. But increasingly, clients are also asking a more personal question: What is my money helping me do? Today’s investors aren’t abandoning performance,…...

2+ week, 1+ day ago   (93+ words) Where regulators are getting the balance right, and wrong The Hazel platform uses dedicated calculation programs to deliver personalized financial plans across six disciplines in minutes. Joel Berry II brings firsthand athlete experience to Oppenheimer's $6B Winston-Salem team as NIL complexity…...

1+ week, 5+ day ago   (1012+ words) Hightower Advisors has selected Dispatch, a data infrastructure company serving the wealth management industry, to manage client data workflows across its fast-growing Hightower Signature Wealth national advisory practice. The arrangement covers Hightower's existing relationships with both Fidelity and Schwab and…...

1+ week, 5+ day ago   (614+ words) Max, the cash management technology firm catering to independent RIAs, has entered into what its founder describes as an industry-leading partnership to unlock conflict-free private banking services for indie RIAs serving well-heeled clients. "You've got a general migration of some…...