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RPA Aggregator Consolidation to Heat Up
Published on August 31, 2026
The latest rumored deal by World Insurance is a sign of things to come.
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Other news
UBS Lures $1.4B Los Angeles Team From Bernstein
August 31, 2026
The four advisors will operate as Lumina Wealth Partners at UBS out of the firm's new Los Angeles office.
Altruist Launches AI Financial Planning Agent
August 31, 2026
The custodian and tech provider's new tool creates comprehensive plans in minutes, automating workflows that previously took advisors hours to complete.