CW Advisors has acquired three additional RIAs with a total of $1.6 billion in client advisory assets, pushing its total AUM to $19.7 billion under Osaic.

Also, Modera adds its first West Coast office, Mercer buys an AI-driven tax firm, Aprio acquires in Texas, and Robertson ...

Kihan debuts Constitutional Computing, an independent authorization system that verifies AI agent actions before execution ...

"The firms getting somewhere with AI all did one thing first: they gave it an owner. Everything else, the data, the controls, ...