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Est. 2026Moves · Money · ManagementNew York

IN Concurrent eyes $3B to $10B RIA platforms after Spire buyFP Ask an Advisor: How do you help child-free clients plan?WM SEC Crypto Custody Proposal Draws Divisive ReactionsFP SEC seeks to ease advisors' custody burdens with discretionary tradingKC Weekend Reading For Financial Planners (October 3–4)IN Merrill to pay $39 million in cash sweep settlementWM How Far Can AI Overlays Really Go?WM Financial Wellness Tools Must Connect the DotsRB Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blowWM Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

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The Diamond Podcast for Financial Advisors: Cresset CEO, Head of AI on Building the Modern Family Office

By Louis Diamond · WealthManagement.com ·

Image: WealthManagement.com

Cresset CEO Susie Cranston and Head of AI Strategy Kelly Wagman explore AI as a scale enabler, human-led advice, equity, culture and what Cresset is building next.

Summary as published by WealthManagement.com
Read the full story at WealthManagement.com →

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