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Summary: Wealth management has never had better technology, yet adoption continues to lag. Advisors today have access to powerful CRMs, planning platforms, client portals, and increasingly, AI-driven tools designed to improve efficiency and deepen client relationships. Still, the gap between what technology can do and what advisors actually use remains stubbornly wide.
Added on April 2026 in M&A Issues
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Summary: Until recently, principal advisors selling their firms were happy to include anticipated future market returns when modelling revenue-based earn-outs.
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Summary: For many mid-career RIA owners, the early chapters of the story are familiar. Leave the wirehouse, regional firm or independent broker-dealer, launch a practice, win clients through grit and determination and build something that feels like yours. Revenue grows. Assets under management cross meaningful thresholds. The firm works.
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Summary: The lawsuit comes amid a string of recent cyberattacks against wealth firms including Mercer Advisors, Edelman Financial Engines, Beacon Pointe, CW Advisors, Betterment, Pathstone, EP Wealth, Cetera and Ameriprise.
Added on April 2026 in M&A Issues
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Summary: Until recently, principal advisors selling their firms were happy to include anticipated future market returns when modelling revenue-based earn-outs.
