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InvestmentNews

In network coverage since October 19, 2026 · 16+ stories

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Devon Klumb tells advisors to expect AI questions before meetings

A 2026 Betterment Advisor Solutions survey of 1,001 U.S. advised investors found 75% use AI for financial tasks and 3% would consider replacing their advisor with an AI-powered alternative.

book · Oct 22Taxable assets reach $66 trillion, nearly double retirement savings, H&W finds

practice · Oct 21PHP releases fixes for critical PHP2Shell flaws after details leak online

practice · Oct 21Fee-only RIA asset share falls to 34% among $5bn-plus firms, Cerulli finds

book · Oct 21BofA study: 37% said incoming principal was very prepared when transition occurred

M&A · Oct 20LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%

practice · Oct 20InvestmentNews column: independent firms can develop associate advisors through strategic projects

plans · Oct 20Empower survey finds one in three Americans may have lost track of old 401(k)s

Data · Oct 20Boston Consulting Group ranks financial services among most AI-exposed sectors

Family Office · Oct 20Rockefeller family-dynamics head says heirs need preparation, not just documents

book · Oct 19SoFi survey: women 25-45 rank investing 11th among money priorities

practice · Oct 19Ascensus expects 18 to 20 advisory firms on 401(k) referral platform within a year

book · Oct 19Bernstein's Jennifer Goode says childless clients are underserved in estate planning

The Close · Oct 19Ascensus routes flagged 401(k) participants to the plan’s own advisor

advisers · Oct 19Ascensus launches referral platform routing 401(k) savers to plan advisers

RIA · Oct 19Bernstein's Jennifer Goode says childless clients are underserved by estate-planning defaults