Automation Software Boosts Industry Productivity: Docupace
By Dinah Wisenberg BrinOne AI-based client data platform saved advisors in 2025 nearly 200,000 hours on manual tasks, the firm notes.
January 28, 2026
Hightower COO Leaves Firm After Less Than 2 YearsThe firm has made a number of high-level leadership changes since former CEO Bob Oros departed.
January 28, 2026
CFP Board to Increase CE Requirements in 2027The board is also clarifying that competency to practice independently is not measured by the CFP exam alone.
January 26, 2026
Nearly 700 Commonwealth Reps Left LPL Last Year. Here's Where They Landed.A sizable portion of the departing financial professionals moved into RIAs or RIA-centric models.
January 23, 2026
Better Banking Benefits RIAs and Clients, Flourish Exec SaysBen Cruikshank, president of the wealth management technology provider, details the move to "wealth 3.0."
January 23, 2026
Bill Seeks to Modernize Advisor Payment RulesThe Clarity for Compensation Act would "permanently allow commission payments to be made directly to advisors' business entities."
January 23, 2026
New Indie Contractor Rule Lands at OMBFSI, which has been battling Labor's 2024 rule in court, said the group is "encouraged" that Labor has initiated new rulemaking.
January 22, 2026
How to Prepare for the SEC's 2026 Exam PrioritiesExaminers are focused on whether firms can demonstrate that their policies and procedures work in practice.