Is the Independent Advisor Community Losing Its Soul?

Published on December 15, 2025

The flood of big money into the RIA space is a tribute to what the pioneers created. But it also represents a step backward. The new masters are profit-driven capitalists, not creative, client-focused entrepreneurs.

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Wealth Management Invest: Digging into SMAs and Direct Indexing with Columbia Threadneedle’s Daniel Milligan

December 15, 2025
Columbia Threadneedle's Daniel Milligan outlines how technology has increased access to SMAs, why tax-aware personalization is gaining traction and how direct indexing creates flexibility for investors seeking tailored equity exposures.

Sorkin’s Warning Highlights Unnerving Similarities

December 15, 2025
Andrew Ross Sorkin's 1929: Inside the Greatest Crash in Wall Street History — and How It Shattered a Nation is a deeply researched and engaging account of the 1929 crash, emphasizing the human element through lengthy biographical and anecdotal detours.