Why Most CRMs Don’t Work for RIAs

Published on May 28, 2026

The CRMs at the core of most advisory firms’ tech stacks were built for an organization that looks nothing like the firms themselves.

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Tanglewood Total Wealth Management: Doubling Down on Internal Ownership

May 28, 2026
The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.

Two Measures of Inflation: April 2026

May 28, 2026
Inflation remains a hot topic, directly impacting everything from your grocery bill to interest rates. As of the latest data, two key inflation gauges — the Personal Consumption Expenditures (PCE) Price Index and the Consumer Price Index (CPI) — show that prices are still above the Federal Reserve's 2% target, with the core PCE at 3.3% and core CPI at 2.8%.