Practice management

39 stories this week 339 in all, from the Advisors desk.

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Practice management stories, page 2

Page 2 of 17

By date

WealthManagement.com column says Vanguard-Altruist deal raises advisor fee question

Oct 22

Devon Klumb tells advisors to expect AI questions before meetings

Oct 22

Fee-only RIAs' $5B-plus asset share falls to 34%, Cerulli finds

Oct 22

Visionary Square will cover FINNY AI subscription costs for 250-plus advisors

Oct 22

Focus hires AI startup Nevis to rebuild data flows across its 90 RIAs

Oct 22

Focus Financial adds Nevis as enterprise AI platform nine months after Jump rollout

Oct 21

FTC flags fake Evite invitations as a route into client accounts

Oct 21

PHP releases fixes for critical PHP2Shell flaws after details leak online

Oct 21

SEC lets lone commissioner act when all other sitting members are disqualified

Oct 21

Kevin Harnisch: SEC off-channel focus moving from sweeps to exams; Finra still scrutinizes

Oct 21

Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

Oct 21

Fee-only RIA asset share falls to 34% among $5bn-plus firms, Cerulli finds

Oct 21

Nerd's Eye View lays out a two-pronged client review approach for RIAs

Oct 21

Michael Kitces: AI's main effect will be deeper client engagements

Oct 20

Jump links FMG content to follow-ups; Zocks partners with LPL

Oct 20

Gen Z trust in AI-only advice falls to 10%, SIFMA-KPMG survey finds

Oct 20

Mercer Global Advisors completes Aspen Investing rollout across 43,000 client accounts

Oct 20

InvestmentNews column: independent firms can develop associate advisors through strategic projects

Oct 20

Focus Financial Partners names Nevis its enterprise AI platform, starting with account opening

Oct 20

ShinyHunters claimed client data theft at Mercer and Beacon Pointe

Oct 19

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Practice management

Practice management stories, page 2

Page 2 of 17

WealthManagement.com column says Vanguard-Altruist deal raises advisor fee question

Devon Klumb tells advisors to expect AI questions before meetings

Fee-only RIAs' $5B-plus asset share falls to 34%, Cerulli finds

Visionary Square will cover FINNY AI subscription costs for 250-plus advisors

Focus hires AI startup Nevis to rebuild data flows across its 90 RIAs

Focus Financial adds Nevis as enterprise AI platform nine months after Jump rollout

FTC flags fake Evite invitations as a route into client accounts

PHP releases fixes for critical PHP2Shell flaws after details leak online

SEC lets lone commissioner act when all other sitting members are disqualified

Kevin Harnisch: SEC off-channel focus moving from sweeps to exams; Finra still scrutinizes

Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

Fee-only RIA asset share falls to 34% among $5bn-plus firms, Cerulli finds

Nerd's Eye View lays out a two-pronged client review approach for RIAs

Michael Kitces: AI's main effect will be deeper client engagements

Jump links FMG content to follow-ups; Zocks partners with LPL

Gen Z trust in AI-only advice falls to 10%, SIFMA-KPMG survey finds

Mercer Global Advisors completes Aspen Investing rollout across 43,000 client accounts

InvestmentNews column: independent firms can develop associate advisors through strategic projects

Focus Financial Partners names Nevis its enterprise AI platform, starting with account opening

ShinyHunters claimed client data theft at Mercer and Beacon Pointe