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Summary: Artificial intelligence is rapidly reshaping the financial planning landscape, promising both sweeping efficiencies and new challenges for advisors and their clients.
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Summary: As the latest federal government shutdown extends into days (and potentially weeks), the regulatory agency overseeing federally-registered RIAs is operating with a skeleton crew. While a government shutdown impacts operations at the Securities and Exchange Commission (SEC) to varying degrees, among those most affected could be new RIAs with significant managed assets looking to register, according to compliance experts.
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Summary: Like other areas of our lives, the presence of artificial intelligence for people’s money matters is growing rapidly. From robo-advisors and budgeting apps to algorithms that automate investing, AI is reshaping how people engage with their money. Yet despite the rise of these tools, when it comes to financial advice, Americans report still preferring advice from a human financial advisor.
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Summary: Private equity exit values and volume are up sharply, but investments in RIAs are taking a different path: “Many PE firms are now structuring proposals that allow RIAs to roll equity into their next fund,” Hue Partners' Emily Blue told InvestmentNews.
Added on August 2025 in M&A Issues
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Summary: According to a recent study, conducted by Wealth Management IQ in partnership with United Planners, the advisory firm M&A landscape remains robust in 2025. This survey shows how firms are heavily focused on inorganic growth strategies despite market volatility. Though the majority of firms report increased valuations over the past year the projections show optimistic growth to continue in 2025.
