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Meanwhile, new AI from WealthFeed helps advisors grappling with referral challenges, while OneVest debuts an AI-native platform for small and nimble advisor practices. Discover more […]
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“I think the younger generation follows performance, so if active managers can generate alpha, money will flow there,” said Megan Rust, Franklin Templeton’s vice president […]
Consolidators fuel RIA recruiting boom
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Independent RIAs have become the fastest-growing advisor channel as consolidators, equity incentives, and tax-efficient deal structures reshape recruiting – and expose growing tensions around career […]