AdvisorFinder Intelligence grades RIAs' AI visibility
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August 18
Data 13 stories this week · 13 total
The numbers desk. PWD's own tracking, rendered as analysis a reader can act on.
Confluence launches POINT to cut manual report-validation work
The AI layer plugs an automated checklist and a plain-English interface into Confluence's existing products.
The Signal
Raymond James presses a two-front talent war, from advisors to custody
A 14-move month and a Schwab custody hire put Raymond James on both fronts alone.
Low-cost funds took half of record $1T ETF inflows
Half-year data show plain-vanilla funds still anchor advisor portfolios, even as issuers push active and private-market products.
59 moves, one new office
The talent war has become a fight for the same chairs.
Wealth Managers Are Launching Funds as Fast as They're Buying Firms
PWD counted sixteen private-market fund launches in a month, matching announced acquisitions. Product manufacturing is the next front.
Family offices bought the assets. They left out the heirs.
As allocations surge, the $83.5 trillion transfer is running into a governance gap: heirs are not being brought into the decision room.
Churn in the corner office, quiet in the AUM column
Over a month, PWD tracked 45 people moves and two asset changes. The industry reorganized; client money stayed put.
Wealth M&A's 2.7-to-1 gap between talk and closings
A 30-day PWD deal log shows the roll-up narrative rests on intent, not completed deals.
Apex Launches Prediction Markets Platform, Tastytrade First
Apex's turnkey API gives RIAs and wealth firms access to Kalshi's event contracts, with Tastytrade as first adopter.
Advisor360 CEO: AI resets trust in wealth software
New chief says data integration, not feature counts, will decide platform competition.
Orion, Goldman Sachs expand custody tech with AI onboarding
Orion's AI-powered account opening tool debuts on Goldman Sachs Custody Solutions, with more custodians to follow.
CFPB poised to let big banks charge billions in data fees
Big banks win data-fee fight, shaping fintech and RIA costs.