$25B Summit Financial CEO Predicts “Three Phases” of AI for Financial Advisors

Published on June 12, 2026

Tech-focused Summit Financial CEO Stan Gregor laid out his vision of how AI will shape the wealth management space over the next decade at Wealth Management EDGE.

Continue reading on website
Other news

VettaFi Acquires RAFI Indices: Bringing Institutional-Grade Research to Your Portfolio

June 12, 2026
VettaFi today announced it has signed a definitive agreement to acquire RAFI Indices, the renowned pioneer in fundamental indexing, from Research Affiliates.

Financial Planning for Parents: Building Wealth for Your Children's Future

June 12, 2026
Having a child changes almost everything. The good news? You don't have to figure it all out on your own. No two families are exactly alike, but every parent wants to create opportunities for their children. But whether you're welcoming a new baby, comparing investment vehicles, or looking for ways to look out for your new family member's financial future, understanding your choices can help you s