Wealth Management Needs an AI-First Operating Model (Now)

Published on February 26, 2026

The future of wealth management is AI-powered and human-led.

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OneDigital Acquires $1.4B San Francisco RIA, $330M North Carolina-based Firm

February 26, 2026
Wealth, retirement and insurance aggregator OneDigital acquired two firms this week as it marches toward adding to its $151B in total assets under advisement.

Cresset Recruits $2B UHNW Advisor From Baker Street

February 26, 2026
Heather Pelant joins Cresset as a managing director and wealth advisor in the RIA’s San Francisco office.