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- Indexed articles, last 90 days
- 240
- Latest publication
- Oct 1, 2026
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- Jul 6, 2026
Latest articles
Advisor tech platfoms court firms with discounts, notaries, education (opens the original)
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Three advisor technology providers rolled out new support programs for financial advisors this week. The updates from DeepVest, Vanilla and Libretto each target a different pressure point: the cost of starting a registered investment advisory firm, how long it takes to get an estate plan signed, and whether advisors have a planning framework that goes beyond the software. DeepVest, which holds itself out as an an agentic front office for advisors, announced a friendly pricing scheme for newly es
Amplified Planning's Externship draws record 2,825 aspiring planners (opens the original)
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Amplified Planning, a Dallas-based financial planning education company behind the Externship, has just confirmed the largest class in attendance since the virtual training program began in 2020. The firm said it enrolled 2,825 participants for the 2026 run of the program, making its seventh cohort 36% bigger than last year's. The course continues to draw an increasingly varied mix of college students, mid-career switchers and working professionals. The latest figures arrive as advisory firms ac
Cerity Partners adds Bay Area, Minneapolis, Atlanta firms in deal hat trick (opens the original)
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Cerity Partners has expanded its geographic reach in a big way, deepening its presence in the Bay Area and the greater Atlanta market, while at the same time adding a new market to its national footprint. The independent wealth firm, which currently reports over $206 billion in AUM, said Thursday that it is absorbing Palo Alto, California-based Cornerstone Capital and Minneapolis-area Echo Wealth Management, as well as Compass Wealth Management in the greater Atlanta market. The triple-deal anno
AI financial advice lifts demand for human advisors, says Vanguard (opens the original)
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Investors are increasingly turning to chatbots for AI financial advice, but the habit appears to be making human advisors more valuable rather than less, according to new research from Vanguard. Vanguard researchers found that about one in three of the firm's investors has used AI for help with personal finance, investing or retirement planning. Still, those same investors were also roughly 11 times as likely to say AI had increased the value they place on human advice as to say it had reduced i
Advisor moves: $1.3B advisor team joins Wells Fargo FiNet practice in Ohio (opens the original)
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A seven-person UBS team overseeing $1.3 billion in client assets has left the wirehouse for Wells Fargo Advisors Financial Network. The Cullman/Holt Group, based in Dublin, Ohio, is led by managing director Jeff Cullman and senior vice president W. Bruce Holt. Financial advisor Ben Krajnak joins them, along with team administrator and senior registered client associate Connie M. Dennis, registered client associates Sol Gamertsfelder and Shannon Borton, and client associate Conor Holt. The group
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