The New Rules of Record Keeper Selection

Published on October 23, 2026

Study data show advocacy scores alone do not secure new plans; specialists, hybrids and wealth advisors each need distinct record keeper support to grow their practices efficiently.

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SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, Deepfakes

October 23, 2026
The SEC's exam division plans to probe how firms govern AI use, from deepfake threats to vendor risk, while also prioritizing illiquid products and Reg S-P readiness.

Anthropic IPO Timing: What Employees Can Do While the Date Is Still Unknown

October 23, 2026
If you work at Anthropic, you’ve probably refreshed the news more than once this month looking for a date. We’ve been doing the same.We’re still getting calls from Anthropic employees asking the same thing: should I be doing something right now, or do I just wait?Our answer is somewhere in the middle. You want to do what you can, but you don’t want to do too much. Overplaying your hand before ther