Another week, another big wave of AI news for the wealth management industry. Anthropic, the creator of the generative AI platform Claude, debuted new wealth management industry plug-ins Tuesday that allow advisory firms to build private programs using its technology. Peter Nolan, head of asset and wealth management at Anthropic, wrote in a LinkedIn post that the plug-ins are “building blocks” that enterprise and independent firms can use to develop their own AI tools. They’re also customized to the firms ...

Regardless of momentary or long-term pressures on stocks, metrics like the record client assets stand out to industry executives like Raj Bhattacharyya, the CEO of San Francisco-based registered investment advisory firm Robertson Stephens Wealth Management. His private equity-backed firm notched a 23% bump in its assets under management in 2025 to $8.7 billion thanks to two acquisitions, market appreciation and organic growth. In general for a highly correlated industry, bull-market gains in stocks have alw ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Gerber Kawasaki Wealth & Investment Management, a Santa Monica, Calif.-based registered investment advisor managing more than $4 billion in client assets, has added Altruist as a custodian.  The RIA, which is run by CEO and President Ross Gerber and Vice President and COO Danilo Kawasaki, will route all new business to Altruist, according to an announcement. The firm cited Altruist’s infra ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. LPL Financial has expanded what it said was an ongoing relationship with artificial intelligence firm Anthropic, the creator of Claude, to work on AI integrations for its more than 30,000 financial advisors. LPL announced the expanded relationship on the same day Anthropic leadership reported it had expanded Claude AI “plug-ins” for wealth managers, investment bankers, equity research and priva ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Integrated Partners, a Boston-based registered investment advisor and office of supervisory jurisdiction of LPL Financial, has launched a private wealth division focused on guiding business owners through exit strategies. The new division will offer small business owners and their families financial planning, tax strategy, insurance and family office services, the firm announced Tuesday. Integr ...

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Core Insights - LPL Financial (LPLA) experienced a rise in total brokerage and advisory assets, reaching $2.41 trillion in January 2026, which is a 1.6% increase from the previous month and a 32.9% increase year over year [1][7]. Group 1: Asset Performance - Brokerage assets amounted to $985.8 billion, showing a marginal increase from December 2025 and a 20.3% increase year over year [2][7]. - Advisory assets reached $1.42 trillion, rising 2.2% from the previous month and 43.4% from January 2025 [2][7]. - Total organic net new assets (NNAs) were reported at $4.2 billion, down from $8.6 billion in December 2025 and $34 billion in January 2025 [2]. Group 2: Client Cash Balances - LPL Financial reported a total client cash balance of $56.5 billion for January 2026, which is a decrease of 7.4% from the prior month but an increase of 8.2% from January 2025 [3][7]. - The breakdown of the total cash balance includes $38.2 billion in insured cash and $14.2 billion in deposit cash [3]. Group 3: Market Position and Competitors - LPL Financial's advisor productivity and recruiting efforts are expected to support advisory revenues, with plans for inorganic expansion to diversify operations [4]. - In comparison, Charles Schwab (SCHW) reported total client assets of $12.15 trillion, up 17.6% year over year, while Interactive Brokers Group, Inc. (IBKR) saw a 27% increase in client Daily Average Revenue Trades (DARTs) [8][10].

Might as well jump, go ahead and… Jump, an AI-powered financial services platform for advisors, raised $80 million in Series B funding, four times the amount it secured in its Series A last year. Insight Partners led the round, with additional investments from F-Prime Capital and Allianz Life Ventures. The new capital will go toward expanding the AI meeting assistant’s tools that are aimed at making advisors’ lives easier. The raise underscores how quickly artificial intelligence is reshaping the wealth ...

在受人工智能工具威胁的软件股暴跌后，华尔街正在重估其被过度抛售的可能性，而散户投资者正在排 队逢低买入。据城堡证券股票及股票衍生品策略主管Scott Rubner称，散户交易员在城堡证券平台上购 买软件股票的支出创下历史新高。该公司自 2017 年开始追踪该数据。 Rubner周二在给客户的报告中写道："我们平台上的净名义金额已达到前所未有的水平。购买活动的规 模、持续时间和广度都显著超过了之前的峰值，凸显了散户在2026年初作为新增需求主要来源的作 用。" 自 Anthropic PBC 推出一款专为企业内部法律团队量身定制的效率工具以来，从小型软件开发商到大型 财富管理公司，所有相关企业都受到了抛售潮的影响。法律软件和出版类股随后也遭遇暴跌。Altruist Corp. 推出税务策略工具后，跌势进一步加剧，导致嘉信理财(SCHW.US)和LPL Financial(LPLA.US)的股 价下跌。 Rubner写道："在过去的 42 周中，散户期权投资者有 41 周倾向于净买入，这种一致性表明风险偏好持 续存在，而不是零星的仓位变动。" 美股频道更多独家策划、专家专栏，免费查阅>> 全面买入 责任编辑：安东 ...

智通财经APP获悉，在受人工智能工具威胁的软件股暴跌后，华尔街正在重估其被过度抛售的可能性， 而散户投资者正在排队逢低买入。据城堡证券股票及股票衍生品策略主管Scott Rubner称，散户交易员 在城堡证券平台上购买软件股票的支出创下历史新高。该公司自 2017 年开始追踪该数据。 Rubner周二在给客户的报告中写道："我们平台上的净名义金额已达到前所未有的水平。购买活动的规 模、持续时间和广度都显著超过了之前的峰值，凸显了散户在2026年初作为新增需求主要来源的作 用。" 自 Anthropic PBC 推出一款专为企业内部法律团队量身定制的效率工具以来，从小型软件开发商到大型 财富管理公司，所有相关企业都受到了抛售潮的影响。法律软件和出版类股随后也遭遇暴跌。Altruist Corp. 推出税务策略工具后，跌势进一步加剧，导致嘉信理财(SCHW.US)和LPL Financial(LPLA.US)的股 价下跌。 全面买入 软件领域的抛售潮波及整个市场，投资者纷纷抛售所有被认为会被人工智能技术取代的公司的股票，即 使只有极小风险。 当包括对冲基金在内的专业投资者以创纪录的速度加大反向做空力度时，散户投资 ...