RIA Edge Private Markets: Crosscurrents in Private Credit, Real Estate

Published on December 4, 2025

Advisors and asset managers discussed the cases for continuing to invest in two sectors that have raised some alarms.

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The Week in Advisory AI

December 4, 2025
Several advisor technology providers announced new artificial intelligence or AI-related integrations this week, including Zocks and eMoney Advisor, Practifi, Paychex and Milemarker.

Barclays Fined $325K for Failing to Supervise Outside Brokerage Accounts

December 4, 2025
The BD lacked procedures to collect and review employee-held outside account statements for prohibited trading, FINRA said.