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RB SEC, Schwab, and Michael Kitces all improbably allied successfully to 'protect' sub-$1 billion RIAs by reclassifying them as 'small,' but move may create vulnerability -- the Commission gained leverage to push firms to state registrationIN Elon Musk touts data centers in space at Baron Investment ConferenceIN Mercer Advisors, Osaic deepen AI bets with Arch and Nitrogen dealsWM Osaic's CW Advisors Announces 3 of 8 Planned Acquisitions This YearFP Passing the CFP retake — tips from second-time success storiesIN Why $66 billion mega-RIA Carson Group stays out of South FloridaWM Deals & Moves: Beacon Pointe Acquires RIA Focused on Airline WorkersFP Fees drive revenue growth as Edward Jones adds advisors, assetsIN LPL advisor, South Carolina state senator, elected to U.S. CongressIN People moves: Oxford, Fiduciary Trust, and BMO add regional leaders

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The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.com

By Elana Iskowitz · WealthTech Today ·

Image: WealthTech Today
Read the full story at WealthTech Today →

Financial ADVSR links to reporting from across the industry. This story was reported by WealthTech Today. Financial ADVSR is not affiliated with WealthTech Today. Updated every 10 minutes.

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