Altruist’s Acquisition By Vanguard Is More About ETF Costs Than Custodial Tech (And More Of The Latest In Financial #AdvisorTech – September 2026)
Welcome to the September 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and...
How Sec. 530A “Trump Accounts” Impact Intergenerational Giving Decisions
We often tend to think of giving from one generation to the next in terms of inheritance, with a parent passing on their assets after...
Why “Vibe Coded” AI Tools Won’t Threaten Your Tech Stack
When deciding on what technology to adopt for their practices, financial advisors have always had the choice between building their own...
Why “Vibe Coded” AI Tools Won’t Threaten Your Tech Stack
When deciding on what technology to adopt for their practices, financial advisors have always had the choice between building their own...
Why “Vibe Coded” AI Tools Won’t Threaten Your Tech Stack
When deciding on what technology to adopt for their practices, financial advisors have always had the choice between building their own...
Why “Vibe Coded” AI Tools Won’t Threaten Your Tech Stack
When deciding on what technology to adopt for their practices, financial advisors have always had the choice between building their own...
Why “Vibe Coded” AI Tools Won’t Threaten Your Tech Stack
When deciding on what technology to adopt for their practices, financial advisors have always had the choice between building their own...
YCharts Acquires Zephyr To Include More SMA Data In Its Analysis And Proposal Tools (And More Of The Latest In Financial #AdvisorTech – August 2026)
Welcome to the August 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and...
An Advisor’s Guide To Opening 530A “Trump Accounts”
July 4, 2026 saw the official launch of Sec. 530 “Trump Accounts” (TAs), a new type of ‘starter’ retirement account...
Tax-Aware Long-Short Investing: Not Just A Tax Overlay, But A Risk-Managed (Active) Investment Strategy
Tax-loss harvesting can be an effective way to reduce investment income in a taxable portfolio, by selling positions at a loss and...