Form ADV Review Finds AI Still A Back-Office Story At Most RIAs

Published on September 8, 2026

An analysis of ADV filings found staffing grew fastest at firms that disclosed AI, but mostly in operations.

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Advisors Poised to Pour $2 Trillion Into Alternatives

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Cerulli projects a $2 trillion surge in advisor-held alternatives over five years, as interval funds reshape how RIAs access private markets.

Attorney Warns That Off-Channel Comms Enforcement Hasn't Gone Away

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Advisors shouldn't be fooled by the sudden absence of broad regulatory sweeps, securities attorney Kevin Harnisch says.