Ryan Smith, Ryan Sweeney and Halo invested at a valuation 560% more than Savvy's B round 15 months ago, enticed by some wins, an artificial intelligence tailwind and the former LPL CEO on speed-dial.

The $780-billion RIA owner says eye-popping side deals like $4.3-trillion RVK add to the core 'Creative Planning' strategy -- ...

The Wealthfront CEO turns Q2 earnings into a confessional, volunteering how the robo-advisor misjudged it's cohort's ...

Ritik Malhotra sells not-for-sale Savvy stake for $100 million after Utah Jazz owner showed up big for his LPL-disruption-by-AI play -- and Mark Casady re-upped at the new price as well Ryan Smith, ...

The Westlake, Texas, broker/custodian is 'the gorilla' with 'first crack' at new AI system, and will have the category-killing, API-supreme-equivalent that RIAs will be compelled to adopt -- or else, ...

The Mariner CEO is all-in on Humanity Labs' agentic artificial intelligence, a venture he co-owns; the payoff will be faster and smoother integration of RIA acquisitions, he says.

Anthropic staffer quit among dire warnings Tuesday and the RIA startup today released the news it has a patent to exceed ...

The New York City PE powerhouse likely spent $500 million-plus to power up its Envestnet take-private deal by creating a ...

The new Schwab price schedule, much like Fidelity's 'wrap manager,' goes into effect in 2027 and aligns with the aggressive ...

The Springfield, Mass. life insurer is passing the 'controlling interest' baton to private equity on the verge of RIA play to assault the bank fortress walls of checking and lending, nationally -- wit ...

CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if ...

CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if ...