Software Needs to 'Show its Work'—Why Outcome-Based Pricing Is the Future

Published on October 15, 2026

Create measurable value first, then share in the profits.

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People Moves: Advisor Vet Joins RIA Ballast Rock; UBS Leaders Join &Partners

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In other people moves, T.D. Bank appoints a new U.S. wealth head, MAI Capital hires a former Barron's editor, and EP Wealth hires a Denver-based advisor from Curi RMB Capital.

Shook Research Rebrands as Veritant, Plans December Return of Forbes RIA Rankings

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After a controversy over a $6 million payment from its founder to a top Forbes editor prompted a suspension of advisor rankings, the firm is revamping its technology and research processes and introducing an Independence Charter to restore confidence in its lists.