Voice cloning, deepfakes, and AI-scaled social engineering are targeting advisory firms of all sizes — and three advisors say the only answer is slower, more deliberate client verification

Consolidators in the wealth management industry expect a years-long rise in registered investment advisor valuations to finally flatline in the latter half of 2026.

Many firm leaders approach culture as something to preserve, like it’s fragile and will shatter if you don’t protect it. Vince reframed it in a way that stuck with me: “We’re not so much trying to freeze culture in place, but to keep it fluid, and have our non-negotiables on what the critical components are

The AI prospecting startup expands beyond individual advisors, targeting centralized marketing groups at firms with large home offices.

With 86% of Gen Z and millennial investors now using AI regularly, advisors explain what the shift means for advice — and where AI dangerously falls short

During a recent webinar titled Finding Your Niche: Growing Organically by Serving Clients You’re Passionate About, I was part of a panel of female industry leaders who explored a topic that continues to gain momentum across wealth management: why some of the most sustainable advisory firm growth today is coming not from trying to serve everyone, but from building businesses around clarity of purpose.