News

Carlo di Florio, president of the industry compliance consulting firm ACA Group, said SEC Chair Nominee Paul Atkins’ approach to digital assets “would be one of the most important legacies” he’ll leave should he be confirmed.

In 2025, expect to see an emphasis on organic growth, talent and capturing AI efficiencies at RIA firms, said Schwab’s Lisa Salvi.

Adding the Dallas-based Brownlie & Braden Advisors to the Kansas City-headquartered Prairie Capital Management Group will help unlock a “key strategic market” for the latter firm.

Plus, AI research from the CFA Institute on defined contribution plans and Interactive Brokers rolls out AI Commentary Generator.