$20B Modera Wealth Management Launches AI Operating Platform

Published on October 21, 2026

The RIA developed Mira over two years with OnTrade, aiming to automate operational tasks, surface business opportunities and support acquisitions.

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Focused on the Future: Succession Planning for Financial Advisors with Jorge Padilla

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Jorge Padilla, CEO of Meira Wealth, talks about his journey from intern to owner of an independent wealth management firm.

RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’

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1099 platform leaders for Mariner and Wealthcare say they are meeting with advisors who are getting fed up with SEC reporting requirements related to new technology.