One Word Powering the Next Phase of RIA Growth: Connection
It's not how many tools you have or which ones; it's how you connect them.
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Jump Integrates with FMG to Surface Content
The integration is meant to assist advisors in more quickly finding compliance-approved content recommendations based on client meeting discussions.
Software Needs to 'Show its Work'—Why Outcome-Based Pricing Is the Future
Create measurable value first, then share in the profits.
Before You Turn On AI, Treat It Like a New Hire
Having a tool available and a firm being ready are two different things.
The Org Chart Nobody Draws
Workflow shouldn't be “whoever happens to see it first.”
The WealthStack Podcast: Cybersecurity and Client Protection Beyond the Portfolio with Ken Eiden
Redacted by IDIQ’s Ken Eiden talks about cybersecurity, AI and how advisors can take a more proactive approach to protecting clients and their families.
RIA Edge Podcast: Building an RIA on a Family Office Foundation with Andy Busser
Pitcairn's Andy Busser discusses the firm's evolution from single-family office to $12B RIA.
WealthStack Roundup: Docupace Launches Next, an Agentic AI Foundation
In other advisor tech-related news, Focus Financial partners with AI provider Nevis, Deepvest rolls out financial planning suite and Acorns has acquired a social investing app.
Shook Research Rebrands as Veritant, Plans December Return of Forbes RIA Rankings
After a controversy over a $6 million payment from its founder to a top Forbes editor prompted a suspension of advisor rankings, the firm is revamping its technology and research processes and introducing an Independence Charter to restore confidence in its lists.
Schwab Tags Wealth Advice as Key Growth Area, Investment Focus
On a third-quarter earnings call, CEO Rick Wurster said Schwab Wealth Advisory is a growth opportunity for the firm; separately, he noted that the firm is working on a proprietary version of the popular long-short investment strategy.
Q3 M&A Deal Volume Cools, But Consolidators May Yet Drive a Record 2026
Reports from DeVoe, Piper Sandler and Fintrx show a lighter third-quarter deal market, but the analysts see no signs of slowing among capital-backed RIA consolidators.
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