InvestmentNews

RIA startup Range plans to eliminate its advisor workforce as AI takes over

Range, an RIA managing about $700 million, currently employs roughly 25 financial advisors, but CEO Fahad Hassan says, "over the next one to three years, our plan is to eliminate our own advisor base, ...
InvestmentNews

OneVest, Merit Financial Advisors partner as RIA pursues aggressive expansion

Wealth technology provider OneVest and Merit Financial Advisors have announced a strategic partnership aimed at supporting ...
app.com

Fiduciary Fraser Allport offers a free Roth Guide explaining how a Roth IRA Conversion can reduce Income Taxes and IRMAA

ORMOND BEACH, FL, UNITED STATES, January 29, 2026 /EINPresswire.com/ — Fraser Allport, Accredited Investment Fiduciary ® and Certified Estate Planner ™, offers a ...
Wealth Management

OneVest Launches AI Wealth Platform, Partners With Merit Financial

OneVest debuts its agentic wealth operating system and forms strategic partnership with Merit Financial Advisors ...
Wealth Management

Deals & Moves: RFG Acquires $200M RIA; Wealthspire Launches Family Office

Also, Wealth Enhancement snags $6.7B H Group; J.C. Flowers commits $200 million to RIA investor; $300M RIA joins First Manhattan; and MCF buys a $617M RIA.