From Advisorpedia
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Summary: Clients seldom make decisions based on numbers alone. Instead, they follow plans that reflect their dreams and values. When you uncover a client’s underlying motivation, you turn abstract targets into goals they care about and will likely pursue. Experts in behavioral finance have found that people tend to save more when goals are tied to their ethos.
From Wealth Management
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Summary: Discover how advisors are transforming their tech stacks and teams to thrive in a future where AI and human insight work hand in hand.
From InvestmentNews
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Summary: A growing number of Americans are turning to artificial intelligence for advice on money, retirement, and other high-stakes life decisions, according to new research from Pearl.com.
From InvestmentNews
Added on October 2025 in M&A Issues
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Summary: RIA merger and acquisition activity has reached unprecedented heights in 2025, with the third quarter closing at 94 transactions – the highest quarterly total ever recorded, according to the latest DeVoe & Company RIA Deal Book.
From ThinkAdvisor
Added on October 2025 in M&A Issues
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Summary: RIA mergers and acquisitions set a quarterly record with 94 transactions in the July-to-September period, surpassing the previous high of 81 in the 2024 fourth quarter, DeVoe & Co. reported Wednesday.
