From Wealth Solutions Report
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Summary: The families we work with don’t struggle because they lack access to sophisticated investment strategies, tax structures or estate planning tools. They struggle because the people, priorities and decisions surrounding that wealth are not aligned.
From InvestmentNews
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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.
From InvestmentNews
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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.
From InvestmentNews
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Summary: Despite the broad market’s fears that Artificial Intelligence tools will replace financial advisors, AI will be a boon for financial advice firms of all stripes, from mega broker-dealers to humble one and two advisor RIAS.
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.
