Corient To Buy New York RIA Seven Bridges, Adding $4.9B In Assets

Published on July 28, 2026

The deal will expand Corient's New York footprint and deepen its private markets investing.

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

July 28, 2026
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?

July 28, 2026
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.