--- title: RIA C-Suite Insights | EVO Wealth Consulting description: EVO Wealth Consulting | RIA C-Suite Insights --- [![RIA C-Suite Logo](https://riacsuite.com/hubfs/RIA%20C-Suite%20Logo.png)](https://riacsuite.com) - [Content Hub](https://riacsuite.com/insights) - [Custom Index 101](https://riacsuite.com/custom-index) - [Digital Marketing 101](https://riacsuite.com/ria-digital-marketing) - [Webinars](https://riacsuite.com/webinars) - [Videos](https://riacsuite.com/videos) - [3 Good Questions](https://riacsuite.com/videos#three-good-questions) - [Done in 90 Seconds](https://riacsuite.com/videos#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 - [ALL](https://riacsuite.com/ria-c-suite-insights/all) - [EVO Wealth Consulting](https://riacsuite.com/ria-c-suite-insights/tag/evo-wealth-consulting) - [Smartleaf Asset Management](https://riacsuite.com/ria-c-suite-insights/tag/smartleaf-asset-management) - [VettaFi](https://riacsuite.com/ria-c-suite-insights/tag/vettafi) - [Buckler](https://riacsuite.com/ria-c-suite-insights/tag/buckler) - [Direct Indexing](https://riacsuite.com/ria-c-suite-insights/tag/direct-indexing) - [Nebo](https://riacsuite.com/ria-c-suite-insights/tag/nebo) - [Portfolio Overlay Management](https://riacsuite.com/ria-c-suite-insights/tag/portfolio-overlay-management) - [RIA C-Suite Digital Marketing](https://riacsuite.com/ria-c-suite-insights/tag/ria-c-suite-digital-marketing) - [VastAdvisor](https://riacsuite.com/ria-c-suite-insights/tag/vastadvisor) - [WealthTech Select](https://riacsuite.com/ria-c-suite-insights/tag/wealthtech-select) - [Webinar](https://riacsuite.com/ria-c-suite-insights/tag/webinar) EVO Wealth Consulting ### [We Are Underestimating the Impact of AI](https://riacsuite.com/ria-c-suite-insights/we-are-underestimating-the-impact-of-ai) AI's short and long-term impact is being underestimated. Innovations like AI Agents are getting exponentially better. The human brain thinks linearly. Mike Casciano Oct 9, 2025 VettaFi ### [How Custom Indexes Deliver a Win-Win-Win for RIAs, Advisors, and Clients](https://riacsuite.com/ria-c-suite-insights/how-custom-indexes-deliver-a-win-win-win-for-rias-advisors-and-clients) Discover how custom indexing empowers RIAs, advisors, and clients by enhancing personalization, transparency, and tax efficiency in wealth management. Mike Casciano Sep 9, 2025 EVO Wealth Consulting ### [Tax Alpha Is the New Alpha: Brent Sullivan Shares Investment Trends](https://riacsuite.com/ria-c-suite-insights/tax-alpha-is-the-new-alpha-brent-sullivan-shares-investment-trends) Discover how tax-efficient strategies like direct indexing and long/short implementation can unlock greater after-tax value for clients. Mike Casciano Aug 6, 2025 EVO Wealth Consulting ### [Betterment Acquires Rowboat Advisors: What It Means for RIAs](https://riacsuite.com/ria-c-suite-insights/betterment-acquires-rowboat-advisors-what-it-means-for-rias) Betterment’s acquisition of Rowboat Advisors boosts portfolio customization and tax optimization for RIAs, offering enhanced flexibility, support for... Mike Casciano May 29, 2025 EVO Wealth Consulting ### [Investment Models Out, Building Blocks In!](https://riacsuite.com/ria-c-suite-insights/investment-models-out-building-blocks-in) Discover how the building block approach is revolutionizing wealth management by offering personalized and tax-efficient solutions, replacing... Mike Casciano Jan 14, 2025 EVO Wealth Consulting ### [Are There Gaps In Your Stack?](https://riacsuite.com/ria-c-suite-insights/are-there-gaps-in-your-stack) Optimize your advisory services by identifying and addressing gaps in your tech stack, enhancing client engagement, financial planning, portfolio... Mike Casciano Jan 13, 2025 EVO Wealth Consulting ### [The Advisor Dilemma: Scale or Personalization](https://riacsuite.com/ria-c-suite-insights/the-advisor-dilemma-scale-or-personalization) Balancing scale and personalization in financial advising is crucial. Discover how technology enables advisors to provide both efficiently,... Mike Casciano Jan 13, 2025 EVO Wealth Consulting ### [The Future of Client Portfolio Management](https://riacsuite.com/ria-c-suite-insights/the-future-of-client-portfolio-management) Discover how AI and ML are revolutionizing client portfolio management by optimizing financial plans, personalizing client portfolios, and automating... Mike Casciano Jan 13, 2025 EVO Wealth Consulting ### ['Tech Debt' and Fear Limit Many Practices](https://riacsuite.com/ria-c-suite-insights/tech-debt-and-fear-limit-many-practices) Discover how 'tech debt' and fear of change hinder innovation in wealth management, and learn strategic steps to boost advisor capacity and client... Mike Casciano Jan 13, 2025 VettaFi ### [The Rise of Custom Indexes](https://riacsuite.com/ria-c-suite-insights/the-rise-of-custom-indexes-1) Discover the benefits of custom index strategies for financial advisors, focusing on cost efficiency, tax optimization, and enhanced client portfolio... 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