Recent Episodes
Model Portfolio AUM Hits $1 Trillion as Alternatives Surge
2026-06-27
Altruist's Hazel AI Agent Launches August, Pressures Planning Software
2026-06-26
Edward Jones Rolls Out Free Carefull Fraud Monitoring for All Clients
2026-06-25
RightCapital Launches Iris, a Purpose-Built AI for Financial Planning
2026-06-24
Schwab's Block Trade Fee Forces Firms to Justify Every Rebalance
2026-06-23
Coinbase Advisor: First LLM with SEC Fiduciary Credentials
2026-06-22
Wells Fargo's New AI Chief Scales Tools for 200,000 Advisors
2026-06-21
Emerald Advisors Tripled to $1B by Over-Serving, Not Acquiring
2026-06-19
Private Credit Exodus: $600B Semiliquid Market Faces Advisor Knowledge Gap
2026-06-18
Morningstar Warns: RIA Aggregators Face Hidden Debt and Talent Crisis
2026-06-17
Texas RIA Builds AI Operating System to Sell to Other Advisors
2026-06-16
Savvy Builds Proprietary Alts Platform to Reshape RIA Offerings
2026-06-13
Feathery Cuts Account Opening Time by 45% for $32B RIA
2026-06-12
AssetMark Study: 93% of Advisors Missing Referral Process
2026-06-11
Steward Partners Lands $2.4B UBS Breakaway Team
2026-06-10
SpaceX IPO Sparks Estate Planning Rush Among Young Employees
2026-06-09
Ramp's $44B Valuation Is Really About AI Cost Management
2026-06-08
RightCapital's Smart Import Cuts Data Entry Time by 70%
2026-06-06
Wellington Acquires Hartford Funds for $1.9B in Historic First Deal
2026-06-05
Wellington's $1.9B Hartford Funds Deal Signals Institutional Pivot to Retail
2026-06-04
Altruist Expands Into Alternatives, Margin Loans, Options
2026-06-03
Dispatch Launches Advisor Transition Suite for $25B+ Firms
2026-05-30
Dispatch Cuts Advisor Transitions to Weeks, Not Months
2026-05-29
Addepar's Addison AI Tackles $9T Wealth Data Problem
2026-05-28
PE Firms Control 72% of RIA M&A — All-Time Record Quarter
2026-05-27
Orion WealthTech Offices Closed for Memorial Day
2026-05-26
Mercury Hits $5.2B as White House Backs Fintech Innovation
2026-05-25
RightCapital Surfaces Life Event Milestones with RightIntel
2026-05-23
Farther Raises $150M Series D as Tech-First RIA Model Gains Steam
2026-05-22
Envestnet Targets Smaller RIAs With Flexibility Pitch
2026-05-21
Envestnet Bets $1B on AI-Driven Client Prep Platform
2026-05-20
Private Credit's Retail Liquidity Crisis Gets Real
2026-05-19
Allica Bank Cuts Squad 25%, Triples Speed With In-House AI
2026-05-18
RightCapital Adds Crypto Support and Tax Forecasting to Planning Suite
2026-05-16
Schwab's AI Play to Crack the Sub-$1M Wealth Market
2026-05-15
Broadridge Deploys Agentic AI, Claims Up to 30% Cost Cuts
2026-05-14
Nitrogen's Legacy Center Targets the Great Wealth Transfer
2026-05-13
AI Turns RIA Manual Work Into Scalable, M&A-Ready Businesses
2026-05-12
Zocks Raises $45M, Hits 5,000 Advisors in 12 Months
2026-05-11
SEC Examiners Already Grilling RIAs on AI Governance
2026-05-10
RIA M&A Hits Record: 142 Deals, $1.67T in Q1 2026
2026-05-08
Wells Fargo Snatches $10.5B in Advisor Assets in Single Month
2026-05-07
Raymond James Launches Client 360 Platform and AI Advisor Academy
2026-05-06
FIS Consolidates 401(k) Platforms Into AI-Ready Cloud System
2026-05-05
Walmart's Sparky Beats OpenAI Checkout: 35% Higher AOV
2026-05-04
Zocks Hits $65M, Expands Beyond Note-Taking to Growth Intelligence
2026-05-02
iCapital Deploys Anthropic's Claude Across Its Platform
2026-05-01
UBS Americas Breaks Three-Quarter Outflow Streak With $5.3B Inflow
2026-04-30
Bengen Recalibrates the 4% Rule for 2026 Markets
2026-04-29
Claude's Silent Errors: Why AI Auditing Is Now Essential
2026-04-28
Revolut's Banking Foundation Model Beats Six ML Models at Scale
2026-04-27
Citi Launches Google-Powered AI Avatar for Wealth Clients
2026-04-25
Raymond James Commits $1.1B to AI Agent Rai, Sets New Industry Bar
2026-04-24
Raymond James Bets $100M+ on Recruiting Over M&A
2026-04-23
Vanguard, Carson, Jump Go Agentic—Platform War Begins
2026-04-22
$800M Merrill Team Bolts for Sanctuary Wealth Independence
2026-04-21
Revolut's PRAGMA Delivers 130% Lift in Credit Scoring
2026-04-20
RightCapital's Q1 Blitz: Tax, Retirement, Education All-in-One
2026-04-19
Schwab Deploys Client-Facing AI Agents in June
2026-04-18
LPL and Private Advisor Group Acquire Mariner's $31B Hybrid Platform
2026-04-15
Perplexity + Plaid Launch AI Personal CFO for Millions
2026-04-14
Drift Protocol's $285M Hack: North Korean State Attack Exposed
2026-04-13
Zocks Dominates Meeting Intelligence as Enterprise Firms Take Notice
2026-04-11
Morgan Stanley Launches Bitcoin ETF, Legitimizing Crypto for Advisors
2026-04-10
Zocks Hits 5,000 Firms in One Year, Raises $45M Series B
2026-04-09
BetaNXT Launches InsightX, Promises AI to Production in 90 Days
2026-04-08
BNY and Robinhood Build Trump's Government Baby Accounts Platform
2026-04-07
Signet Brings 500ms Kill Switch to Rogue AI Agents
2026-04-06
Plancorp Saves 700+ Hours Monthly with CogniCor AI Copilot
2026-04-04
eMoney's CoPlanner Generates Financial Plans in Seconds
2026-04-03
44% of Advisors Unprepared for Wealth Transfer Trillions
2026-04-02
Cambridge Launches "Indy" — Compliance-First AI for Advisors
2026-04-01
Zocks Raises $45M, Signals AI Dominance in Wealthtech
2026-03-31
AI Financial Agents: The $38.6T Platform Battle
2026-03-30
BofA Pays $72.5M to Settle Epstein Victim Lawsuit
2026-03-29
Advisor exodus accelerates: 11,172 pros switched firms in 2025
2026-03-28
Equitable + Corebridge Merge to Create $1.5T Wealth Giant
2026-03-27
iCapital Integrates Alts Into BlackRock's Aladdin Wealth Platform
2026-03-26
Cambridge Investment Research Hits $2B Revenue Without Outside Capital
2026-03-25
Orion Goes AI-Native: Platform Architecture Gets Redesigned
2026-03-24
Goldman Sachs Backs GeoWealth With $42.5M Series C Investment
2026-03-23
Zocks Closes $45M Series B, Quintuples Customer Base in One Year
2026-03-22
