11 Feb 2026
US advisers increasingly adopting model portfolios: Escalent
The report finds that 42% of advisers using model portfolios increased their usage over the past two years, up significantly from 29% in 2023.
04 Feb 2026
InspereX posts record flows as CEO ramps up sales push into 2026
In his debut year, former J.P. Morgan sales veteran Scott Mitchell is focusing on advisor growth, broadening the product suite and building a 30-person sales team.
03 Feb 2026
RIA's AI adoption more than doubles but still in early stages: Schwab study
The study found that most firms remained in the early stages of artificial intelligence (AI) adoption, with use cases concentrated on administrative tasks like note-taking and email drafting.
02 Feb 2026
Large RIAs step up AI and data spending: Cerulli
Large US investment advisory firms are putting more money into data and artificial intelligence as they look to grow and run their businesses more efficiently.
28 Jan 2026
Vestmark, T. Rowe Price partner to bring portfolio solutions for RIAs
The product aims to meet the evolving needs of advisers by enabling them to deliver customised investment strategies at scale while maintaining operational efficiency.
27 Jan 2026
Janus Henderson acquires Richard Bernstein Advisors
The acquisition aims at enabling Janus Henderson to enhance its position in model portfolios and separately managed accounts (SMAs), with the transaction expected to close in the second quarter of 2026.
19 Dec 2025
Causeway Securities expands partnerships amid US market build‑out
The broker has strengthened its collbaoration with issuers and registered investment advisors (RIAs), as it works toward profitability in the US market.
16 Dec 2025
Goldman and T. Rowe Price roll out co-branded portfolios for RIAs
Four portfolios debuted on the GeoWealth platform, with a fifth aimed at high-net-worth investors expected in 2026.
04 Dec 2025
InspereX floats Aria to streamline alternatives, fixed income for RIAs
The platform combines fixed income, structured products, and alternatives with digital tools for registered investment advisers (RIAs).
03 Dec 2025
InspereX launches structured notes platform powered by Luma
The US wholesaler will deploy Luma’s technology for structured products through its newly-launched Aria platform.
20 Nov 2025
Steward Partners advances structured notes adoption for advisors
From zero to hundreds of millions in sales, the US$46 billion hybrid RIA is seeking to deepen its structured notes penetration three years after spliting off from Raymond James.
13 Nov 2025
Structured Investnet launches, debuts performance database
Backed by Structured Insights and FVC, the new portal aims to enhance transparency, analytics and strategy comparison tools for RIAs and wealth platforms.