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Est. 2026The front page of wealth managementNew York

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IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

Moves

MAI Capital taps Barron’s rankings veteran for advisor recruiting push

InvestmentNews ·

Image: InvestmentNews

Carlyle-backed RIA hires Matt Barthel to target advisor lift-outs as wirehouse attrition climbs and independent firms vie for talent.

Summary as published by InvestmentNews
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