Practice management: archive
Every Practice management story in Advisors, newest first. 327 stories
7 stories
RIAs push trust and estate in-house despite a thin advisor bench
The services are moving in-house faster than the advisor expertise to staff them, survey data suggest.
A new directory catalogs nearly 50 AI agents for advisors
The directory lists individual agents, so advisors can compare the tools buried behind vendor jargon.
Bloomberg's Canoe deal puts alts document automation in the advisor spotlight
RIAs and family offices now have a stake in how accurately AI reads alts documents — and in the humans who check the output.
AI note takers belong in the coaching workflow, ActiFi CEO says
Spenser Segal argues meeting-capture software should feed advisor coaching, not just compliance files, and prescribes a five-question test for real AI strategy.
Anthropic's auto mode previews the next test for AI governance
The approval-fatigue data behind Claude Code's auto mode show how RIAs will control automated client interactions.
Usage-based AI clauses are silently raising your next renewal
Wealthtech contracts are passing AI compute costs through to advisory firms, and the meter turns whether or not anyone uses the feature.
RMD season is the true test of an AI prompt
The latest AI Prompt Lab installment makes the case that seasonal batch emails need a fixed skeleton, per-client variables, and a compliance rail.