RIA Edge Panel Touts Family Office Services, But ‘How’ Remains Tricky

Published on November 12, 2026

Executives from Wealthspire Family Office and Simon Quick told attendees at RIA Edge Austin that family office services increase client wallet share and leads—but the right mix of build, buy or partner remains challenging for many.

Continue reading on website
Other news

Raymond James Adds $18.7B to Financial Institutions Channel

November 12, 2026
The deal expands Pinnacle Financial Partners’ relationship with Raymond James, as it merges Synovus Securities and Pinnacle Asset Management, its asset and wealth management division.

Income Lab Expands Planning Tools Beyond Retirement

November 12, 2026
Income Lab now offers college funding, student aid, pension, early retirement and tax return analysis tools, extending its financial planning platform for advisors beyond retirement income.