$15B RIA Modera Acquires Tax Firm Focused on HNW Clients

Published on September 3, 2025

Modera Wealth has acquired a partner CPA to bolster its wealth-adjacent tax practice.

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A truly AI-native management platform isn’t a tool with a few generative features layered on. It’s a system designed to use AI for its core functionality, decision making, and user support. That means machine learning isn’t a sideshow.

Market Valuation, Inflation and Treasury Yields - August 2025

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Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.