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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- Timewise Financial
Internal handoff counterexample preserving integrated tax and wealth planning
Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership - Clearnomics
Created the seven Q3 2026 client-conversation charts Kitces published
Kitces publishes Clearnomics' seven charts for Q3 client conversations - Kitces
Published Clearnomics' seven Q3 2026 charts for client conversations
Kitces publishes Clearnomics' seven charts for Q3 client conversations - AllianceBernstein
Study finds ultra-high-net-worth women more worried than men about preserving wealth.
Advisers rank growing wealth eighth among women's priorities; women rank it first - BlackRock
Report finds women prioritize growing wealth more than advisers assume.
Advisers rank growing wealth eighth among women's priorities; women rank it first - Deloitte
Found only 6% use agentic tools to complete tasks inside workflows.
87% of firms use or pilot AI; 6% run agentic tools inside workflows - Envestnet
Its segmentation frames the column's ultra-high-net-worth service argument
Envestnet column says ultra-high-net-worth clients now expect family-office coordination - F2 Strategy
F2 Strategy's Q2 2026 Trend Report surveyed 40 leading RIAs, wealth management firms and broker-dealers
87% of firms use or pilot AI; 6% run agentic tools inside workflows - Kitces Research
Kitces Research, cited in the piece, found that top-performing advisors spend roughly 30% to 35% of their…
87% of firms use or pilot AI; 6% run agentic tools inside workflows - McKinsey & Co.
a projection the report cites from McKinsey & Co.'s 2024 data
Advisers rank growing wealth eighth among women's priorities; women rank it first - Zoe Financial
Settled SEC charges over undisclosed referral conflicts for $450,000
SEC settles Zoe Financial referral-algorithm case with a $450,000 penalty - Zoe Wealth
Affiliated service at heart of undisclosed referral conflict
SEC settles Zoe Financial referral-algorithm case with a $450,000 penalty - Merrill Lynch
Updated disclosure prices third-party manager access starting 2027
Merrill's Form ADV prices manager access at up to $860,000 plus 0.1% of revenue
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