The Hidden Tax of RIAs: The Productivity Gap

Published on April 1, 2026

AI tools improve meeting efficiency but often fail to address broader productivity and efficiency challenges, leaving advisors to bridge the gaps.

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ADP National Employment Report: 62K Private Jobs Added in March

April 1, 2026
The ADP employment report revealed that 62,000 nonfarm private jobs were added in March, down slightly from the 66,000 added in February. The latest figure was higher than the expected 41,000 addition.

Former Rehmann Operations Head Amy Flourry Joins Constellation Wealth

April 1, 2026
Amy Flourry will join the Karl Heckenberg-founded firm to help its network of RIAs with data and technology integration.