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AI adoption may be rising, but advisors still 'scratching the surface' of its potential, says Vanguard

“Firms will need to evolve from using the technology to assist with tasks to using it to automate them,” said Lauren Wilkinson of Vanguard.


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Pave Finance secures $15 million in oversubscribed series A

Investors bet on AI-driven portfolio automation as advisory firms grapple with time-consuming manual work and rising demand for personalization.


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Adam Dell's Domain Money lays off advisors, citing AI and efficiency

The $43M RIA Domain Money reduced its advisor team after AI improvements let each advisor serve up to 150 clients, CEO says.


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Faced with a referral well that has run dry, this is what advisors need to do, says Michael Kitces

“It is harder than we think to make clients refer faster or more,” said Michael Kitces at Future Proof


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Deceased former LPL broker in Texas focus of investor complaints

Michael C. Graham passed away in November. He was 53.


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