WealthStack Roundup: Wells Fargo Unveils Advisor Gateway

Published on May 8, 2026

Plus, Smarsh rolls out AI compliance tools, Merit approves Advisor360°, RedBlack integrates with CAIS and InspereX debuts its Aria Insights Hub.

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No New Rules Doesn't Mean No Examination

May 8, 2026
Firms without documentation on AI tools, vendor oversight and supervisory procedures are handing examiners compliance findings before conversations even begin.

The Key for Improving Access to Alternatives: Managed Models Within a Centralized Trading System

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Centralized trading systems and unified managed accounts enable advisors to incorporate alternative investments into client portfolios with the same efficiency as traditional assets.