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WealthTech

The Referral Ceiling Is Real. VastAdvisor Is Built for What Comes Next.

Referrals built the advisory industry. They also capped it. Ian J. Karnell, co-founder and CEO of VastAdvisor, argues that the firms winning the next decade won’t be those with the best networks—they’ll be the practices that stopped depending on them. His case centers on first-party data, governed AI, and a learning system that compounds with every campaign. With $124 trillion in wealth moving to digital-first generations, the timing is not incidental.

WealthTech

Halo Investing’s Aura: The Tool That Finally Makes Structured Notes Portfolio Ready

Halo Investing has long been known as the marketplace that made structured notes accessible. Now the company is going further—with Aura, a portfolio analysis tool built directly into the Halo platform that lets advisors model structured outcome products alongside traditional holdings, run client-ready proposals, and customize notes around specific portfolio pain points. CEO Matt Radgowski breaks down how Aura works, where it aims to fit in a portfolio, and what’s coming next.

WealthTech

The Expanding Client Ask: How AssetMark and Adhesion Help RIAs Meet a New Era

Client expectations are rising. The advisor workforce is shrinking. And the firms that figure out how to do more with less—without sacrificing the quality of advice—are going to own the next decade. Phill Rogerson, Senior Vice President and Head of the RIA Channel for AssetMark, breaks down how AssetMark and Adhesion Wealth are helping RIAs close that gap: through better infrastructure, smarter tax optimization, and a service culture built to compete.

WealthTech

VastAdvisor Is Building the Growth Infrastructure Wealth Management Never Had

Most advisory firms treat client acquisition like a recurring expense—referrals, lead purchases, campaigns that start from zero every quarter. VastAdvisor believes the problem has never been effort. It’s been infrastructure. The firm’s platform seeks to give advisory practices a governed AI growth system that learns with every campaign, owns its audiences, and compounds advantage over time. The advisors building that infrastructure now may be the ones defining the industry a decade from now.

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