Corient Acquires $4.9B New York Multi-Family Office

Published on July 28, 2026

The Miami-based RIA continues its acquisition spree with the addition of the New York multi-family office Seven Bridges.

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RIAs Should Proceed With Caution When Using AI Tools on Calls With Clients

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Registered investment advisors (RIAs) are increasingly adopting artificial intelligence (AI) tools that automatically transcribe and summarize client calls. While these technologies may offer efficiency gains, they introduce significant legal and compliance risks. This article discusses the intersection of AI transcription tools with state wiretapping laws, privacy considerations, Securities and E

Is Your Team Ready for the Growing Shift to Financial Planning?

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As fewer people can now lean on the safety of pensions, or defined benefit plans, when they retire, clients are more often requesting retirement planning help as part of a comprehensive financial plan. Younger clients, especially those who work in the tech industry or at startups, also require financial and tax planning to help make sense of equity compensation plans.