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News
Rescuing Unused Exemption With Upstream GPOA Planning
6+ day, 21+ hour ago (92+ words) The technique allows wealthier clients to obtain a favorable basis adjustment Member, Trusts and Estates Practice Group, Brach Eichler LLC Joy Matak is a Member in Brach Eichler LLC's Trusts and Estates Practice Group. Partner, Shenkman Tietz Martin M. Shenkman, CPA,…...
AI-Native Infrastructure for RIAs
2+ mon, 1+ week ago (178+ words) Jon Stevenson, President and Co-Founder of Astraeus, discusses the urgent need for AI-native infrastructure in the wealth management industry. Over the next five years, RIAs will see tech-enriched... AI-Native Infrastructure for RIAs: Data Cohesion, Agentic Automation, and Implementation Strategy The…...
Addepar Launches Data Exchange to Unify Wealth Information
3+ mon, 2+ week ago (477+ words) The new managed data environment helps firms integrate investment data across systems, enabling AI-driven workflows and analytics for more than 1,400 clients. Addepar, the wealth management, analytics and alternatives aggregation platform provider, has launched Addepar Data Exchange. This new managed data…...
SEC Compliance Focuses on AI Oversight and Governance
4+ mon, 3+ week ago (720+ words) Regulators are emphasizing accountability and governance as AI adoption grows, requiring firms to address supervisory, cybersecurity and vendor risks. For compliance leaders, the implication is clear. The increased flexibility at the SEC does not reduce risk, but it does shift…...
AI-Powered Compliance: Transforming Wealth Management
11+ mon, 2+ week ago (127+ words) Discover how AI is revolutionizing compliance workflows, reducing false flags by 99%, and turning months-long approval processes into seconds—all while maintaining regulatory standards in wealth management. Sponsored by Archive Intel Learn how advanced AI solutions are: Automating random reviews and…...