Established 2005
Retirement Planning | Investment Management
Why Small RIAs Outperform Industry Giants
Why Human Expertise Remains the Anchor of Wealth Management in the
Age of AI
Reframing Estate Planning Success Around Managing (Not Escaping) the Probate Process
A study conducted by investment platform DeepVest found that popular AI tools often produced incorrect calculations or 'hallucinated' when given investment management-related tasks.
A Software Selloff? What's that? (...in the midst
of a software selloff).
Key Takeaway: Scale is a benefit for the firm; service is a benefit for the client. For those who value the latter, the small RIA remains the gold standard.
Key Takeaway: The future of the RIA and CFP® is not one of replacement, but of augmented intelligence. AI will continue to strip away the "drudgery" of the profession—data entry, rebalancing, and basic reporting—which only serves to highlight the value of the human element. The advisors who thrive in 2026 and beyond will be those who use AI to handle the math, freeing themselves to focus on the person.
The "Irreplaceable Advisor" is not the one who knows the most formulas, but the one who builds the deepest trust.
Key Takeaway: From Kitces, written by David Haughton..superb article on why not to freak out about probate. Rather than viewing probate as an avoidable failure, in reality, probate is a standard administrative tool; often a normal and necessary part of estate administration - even when planning has been done well - and will unbiasedly settle your complicated financial affairs after your death down to the penny.
Key Takeaway: From CityWire, written by Alec Rich A report from DeepVest reveals that general-purpose AI assistants fail 85% of investment tasks due to data hallucinations and calculation errors, suggesting that financial professionals require specialized, deterministic tools rather than "frontier" chatbots for reliable analysis.
Key Takeaway: From Morningstar, written by John Rekenthaler The core takeaway is that while AI can efficiently synthesize historical data and common themes, it currently lacks the "superhuman" pattern recognition required to identify real-time, non-linear market shifts like the AI-driven software selloff unless explicitly prompted.