--- title: Latest Insights on RIA C-Suite description: Explore the latest insights in wealth management, from AI impacts to client service models, and discover innovative strategies for portfolio management and financial advising. --- [![RIA C-Suite Logo](https://riacsuite.com/hubfs/RIA%20C-Suite%20Logo.png)](https://riacsuite.com?hsLang=en) - [Content Hub](https://riacsuite.com/insights) - [Custom Index 101](https://riacsuite.com/custom-index?hsLang=en) - [Digital Marketing 101](https://riacsuite.com/ria-digital-marketing?hsLang=en) - [Webinars](https://riacsuite.com/webinars?hsLang=en) - [Videos](https://riacsuite.com/videos?hsLang=en) - [3 Good Questions](https://riacsuite.com/videos?hsLang=en#three-good-questions) - [Done in 90 Seconds](https://riacsuite.com/videos?hsLang=en#done-in-90-seconds) [![Demo Portal](https://no-cache.hubspot.com/cta/default/47138624/240dfc16-ca7d-4403-b5e5-40ff02093b05.png)](https://cta-redirect.hubspot.com/cta/redirect/47138624/240dfc16-ca7d-4403-b5e5-40ff02093b05) # Latest News and Insights #### Applications Selection Application Direct Indexing Portfolio Overlay Management AI in Wealth #### By Topic #### By Authors James Cantwell Mike Casciano - EVO Wealth Consulting 2 minute read Mike Casciano #### We Are Underestimating the Impact of AI I attended Day 1 of The Wealth Mosaic's inaugural conference, Live 2025, in Atlantic City and the... [READ MORE](https://riacsuite.com/ria-c-suite-insights/we-are-underestimating-the-impact-of-ai?hsLang=en) - RIA C-Suite Digital Marketing 5 minute read Mike Casciano #### RIAs Need a Simple, Turnkey Digital Marketing Strategy The RIA industry is entering a new era. The RIA Aggregators are now aggregating each other.... [READ MORE](https://riacsuite.com/ria-c-suite-insights/rias-need-a-simple-turnkey-digital-marketing-strategy?hsLang=en) - VettaFi - EVO Wealth Consulting 4 minute read Mike Casciano #### How Custom Indexes Deliver a Win-Win-Win for RIAs, Advisors, and Clients As the wealth management landscape evolves, clients expect more personalization, greater... [READ MORE](https://riacsuite.com/ria-c-suite-insights/how-custom-indexes-deliver-a-win-win-win-for-rias-advisors-and-clients?hsLang=en) - EVO Wealth Consulting 4 minute read Mike Casciano #### Tax Alpha Is the New Alpha: Brent Sullivan Shares Investment Trends **Tax Alpha Is the New Alpha: Brent Sullivan on Direct Indexing, Long/Short Strategies, and Unlocking...** [READ MORE](https://riacsuite.com/ria-c-suite-insights/tax-alpha-is-the-new-alpha-brent-sullivan-shares-investment-trends?hsLang=en) - EVO Wealth Consulting 5 minute read Mike Casciano #### Betterment Acquires Rowboat Advisors: What It Means for RIAs **Betterment’s Acquisition of Rowboat Advisors: What It Means for RIAs** Betterment’s recent... [READ MORE](https://riacsuite.com/ria-c-suite-insights/betterment-acquires-rowboat-advisors-what-it-means-for-rias?hsLang=en) - VastAdvisor 3 minute read Mike Casciano #### Automate RIA Growth with AI-Powered Digital Marketing ## Embracing AI: The Future of RIA Marketing In today's rapidly evolving digital landscape, Registered... [READ MORE](https://riacsuite.com/ria-c-suite-insights/automate-ria-growth-with-ai-powered-digital-marketing?hsLang=en) - Buckler 2 minute read Mike Casciano #### A Smarter Approach to Vendor Risk Management for RIAs This is an amazing solution, built for the greater good of the industry as a whole. [READ MORE](https://riacsuite.com/ria-c-suite-insights/a-smarter-approach-to-vendor-risk-management-for-rias?hsLang=en) - Smartleaf Asset Management - Direct Indexing - Portfolio Overlay Management 1 minute read Mike Casciano #### Smartleaf Article - Go Sleeveless or Go Home Go Sleeveless or Go Home is a December 5, 2024 blog post by Gerard Michael, President of Smartleaf,... [READ MORE](https://riacsuite.com/ria-c-suite-insights/smartleaf-article-go-sleeveless-or-go-home?hsLang=en) - EVO Wealth Consulting 1 minute read Mike Casciano #### Investment Models Out, Building Blocks In! Wealth management has embraced investment models because of their scalability and efficiency.... [READ MORE](https://riacsuite.com/ria-c-suite-insights/investment-models-out-building-blocks-in?hsLang=en) - EVO Wealth Consulting 1 minute read Mike Casciano #### Are There Gaps In Your Stack? A Gap is a part of a financial advisor’s client service process and infrastructure that creates... [READ MORE](https://riacsuite.com/ria-c-suite-insights/are-there-gaps-in-your-stack?hsLang=en) - EVO Wealth Consulting 1 minute read Mike Casciano #### The Advisor Dilemma: Scale or Personalization As financial advice has evolved from portfolio management to holistic financial planning,... [READ MORE](https://riacsuite.com/ria-c-suite-insights/the-advisor-dilemma-scale-or-personalization?hsLang=en) - EVO Wealth Consulting 1 minute read Mike Casciano #### The Future of Client Portfolio Management The impact of Artificial Intelligence (AI) and Machine Learning (ML) across all industries is... [READ MORE](https://riacsuite.com/ria-c-suite-insights/the-future-of-client-portfolio-management?hsLang=en) - WealthTech Select 5 minute read James Cantwell #### AI's Great Replacement: How Thousands of Wealth Management Jobs Could Vanish in 2025 When Klarna's workforce naturally shrank from 4,500 to 3,500 while processing 17% more... [READ MORE](https://riacsuite.com/ria-c-suite-insights/ais-great-replacement-how-thousands-of-wealth-management-jobs-could-vanish-in-2025?hsLang=en) - EVO Wealth Consulting 5 minute read Mike Casciano #### 'Tech Debt' and Fear Limit Many Practices # ‘Tech Debt’ and Fear Limit Many Practices [READ MORE](https://riacsuite.com/ria-c-suite-insights/tech-debt-and-fear-limit-many-practices?hsLang=en) - VettaFi - EVO Wealth Consulting 4 minute read Mike Casciano #### The Rise of Custom Indexes # The Rise of Custom Indexes [READ MORE](https://riacsuite.com/ria-c-suite-insights/the-rise-of-custom-indexes-1?hsLang=en) - Nebo - Smartleaf Asset Management - Webinar 0 minute read Mike Casciano #### Webinar: How all client portfolios will be managed in 10 years Mike Casciano from EVO Wealth Consulting, Martin Tarlie from Nebo Wealth, and Jerry Michael from... [READ MORE](https://riacsuite.com/ria-c-suite-insights/webinar-how-all-client-portfolios-will-be-managed-in-10-year?hsLang=en) - EVO Wealth Consulting 2 minute read Mike Casciano #### Challenges of a Tiered Service Model for Wealth Management We have observed how financial advisors commonly segment and service clients using a tiered model.... 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