Betterment Advisor Solutions Launches AI Document Reader

Published on September 24, 2026

The new tool automates brokerage statement uploads and transfer requests, meant to cut account opening time.

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RIA M&A Activity Plummets 19% in Q3

September 24, 2026
Despite a record first half, uncertainty and market volatility caused advisors to delay sales, resulting in fewer transactions closing in the third quarter of 2026, according to DeVoe & Company.

The Diamond Podcast for Financial Advisors: David Bahnsen on Building a $10.5B Business Worth Selling

September 24, 2026
David Bahnsen built The Bahnsen Group almost entirely through organic growth. He shares the decisions behind that growth, the value of reinvesting in the business, and why selling to longtime partner Hightower became the right next step.