# wealth management (blogs) — RSS Amplifier

Recent posts from the 5 feeds in the RSS Amplifier directory that cover wealth management.

Page: <https://rssamplifier.com/topics/wealth-management/blogs>  
Feed: <https://rssamplifier.com/topics/wealth-management/blogs.md>

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## [The New Definition of Independence](https://intellebox.substack.com/p/the-new-definition-of-independence)

_2026-08-19 · AJ De Rosa · AJ De Rosa_

Owning the Firm Isn’t the Same as Owning What You Build

## [Barrenjoey and Craigs do a deal](https://www.goodreturns.co.nz/article/barrenjoey-and-craigs-do-a-deal?utm_source=GR&utm_medium=rss&utm_campaign=Barrenjoey%20and%20Craigs%20do%20a%20deal)

_2026-08-11 · Staff reporters · GoodReturns.co.nz - News Bites_

## [⚙️ Arche Capital Insights: Finance Was Built for Humans. Its Next Users May Not Be](https://archecapital.substack.com/p/arche-capital-insights-finance-was)

_2026-08-10 · Arche Capital · Arche Capital Substack_

Banks are rebuilding financial rails for a 24/7 world. Agentic AI could test just how far that transformation needs to go.

## [🏦 Arche Capital Insights: Where Is the Value Actually Accruing?](https://archecapital.substack.com/p/arche-capital-insights-where-is-the)

_2026-08-03 · Arche Capital · Arche Capital Substack_

Coinbase, Morgan Stanley and BNY Mellon all point to the same structural shift.

## [How to Hire a Wealth Manager](https://santabarbaramanagement.substack.com/p/how-to-hire-a-wealth-manager)

_2026-08-03 · Santa Barbara Management · Building Santa Barbara Management_

You will probably only make this decision once. Here is how to make it well.

## [Kernel goal: Wealth OS for all](https://www.goodreturns.co.nz/article/kernel-goal-wealth-os-for-all?utm_source=GR&utm_medium=rss&utm_campaign=Kernel%20goal%3A%20Wealth%20OS%20for%20all)

_2026-07-29 · GoodReturns · GoodReturns.co.nz - News Bites_

Kernal Wealth opened its funky new Auckland HQ last week with bold plans for the future.

## [FANZ inks deal with Southern African financial planners](https://www.goodreturns.co.nz/article/fanz-inks-deal-with-southern-african-financial-planners?utm_source=GR&utm_medium=rss&utm_campaign=FANZ%20inks%20deal%20with%20Southern%20African%20financial%20planners)

_2026-07-28 · GoodReturns · GoodReturns.co.nz - News Bites_

Financial Advice New Zealand (FANZ) and the Financial Planning Institute of Southern Africa (FPI) have formed a new international partnership

## [DeFi Vaults Under the Microscope: Growth Meets Regulatory Reality After SEC Commissioner Peirce’s Warning](https://archecapital.substack.com/p/defi-vaults-under-the-microscope)

_2026-07-23 · Arche Capital · Arche Capital Substack_

What can the SEC do about it ?

## [Arche Capital Insights: Stripe Wants PayPal, Bolivia Wants USDT](https://archecapital.substack.com/p/arche-capital-insights-stripe-wants)

_2026-07-20 · Arche Capital · Arche Capital Substack_

Stablecoins, tokenization, and a $53 billion payments bet.

## [One Model Is Not a Strategy](https://intellebox.substack.com/p/one-model-is-not-a-strategy)

_2026-07-16 · AJ De Rosa · AJ De Rosa_

Why AI diversification belongs in the same conversation as portfolio diversification

## [Realtime AI Arbitrage Terminal (Sponsored)](https://crawlproof.com/a/mgWxOfdzIRRQ)

_2026-07-16 · **Sponsored**_

Realtime auto-trading across exchanges with scored setups, backtesting, and risk controls.

## [Arche Capital Insights: Wall Street's Digital Asset Playbook](https://archecapital.substack.com/p/arche-capital-insights-wall-streets)

_2026-07-13 · Arche Capital · Arche Capital Substack_

Over the past few years, I’ve found that the most important developments in digital assets are rarely the loudest ones.

## [Russell Investments sold](https://www.goodreturns.co.nz/article/russell-investments-sold?utm_source=GR&utm_medium=rss&utm_campaign=Russell%20Investments%20sold)

_2026-07-12 · GoodReturns · GoodReturns.co.nz - News Bites_

A US consortium is planning to buy Russell Investments.

## [Why Context Layers Can't Be Built In-House](https://intellebox.substack.com/p/why-context-layers-cant-be-built)

_2026-07-09 · AJ De Rosa · AJ De Rosa_

The governance problem masquerading as an engineering problem

## [My New Book on Investing in Digital Assets Is Available for Preorder](https://archecapital.substack.com/p/my-new-book-on-investing-in-digital)

_2026-07-03 · Arche Capital · Arche Capital Substack_

Dear Friends, Colleagues, and Partners:

## [Mega IPOs and Mega Concentration](https://santabarbaramanagement.substack.com/p/mega-ipos-and-mega-concentration)

_2026-07-01 · Bob Casey · Building Santa Barbara Management_

The Art & Science to Managing Concentrated Positions

## [Wealth Management Doesn't Need Another SaaS Tool](https://intellebox.substack.com/p/wealth-management-doesnt-need-another)

_2026-06-30 · AJ De Rosa · AJ De Rosa_

Why the future of advisory AI is an intelligence infrastructure layer and not another application

## [Ethereum Awakens: EF’s Mandate, Ethlabs Launch, and the Rise of Multi-Node Stewardship](https://archecapital.substack.com/p/ethereum-awakens-efs-mandate-ethlabs)

_2026-06-25 · Arche Capital · Arche Capital Substack_

After several years of soul-searching — grappling with treasury management considerations akin to those faced by funds with LPs, the complexities of L2 scaling initiatives, internal debates over protocol priorities, and broader ecosystem growth experiments — the Ethereum Foundation has emerged with a sharpened mandate.

## [From Scattered Data to AI-driven Action](https://intellebox.substack.com/p/from-scattered-data-to-ai-driven)

_2026-06-25 · Meidad Glory · AJ De Rosa_

Why AI in wealth management keeps stalling at the demo stage — and what it actually takes to get past it.

## [The Pattern Nobody Talks About](https://intellebox.substack.com/p/the-pattern-nobody-talks-about)

_2026-06-17 · AJ De Rosa · AJ De Rosa_

The industry that teaches long-term thinking waited too long to invest in its own future

## [The SEC Moves to Rescind Rule 611 — Clearing the Biggest Regulatory Barrier to Tokenized US Equities](https://archecapital.substack.com/p/the-sec-moves-to-rescind-rule-611)

_2026-06-12 · Arche Capital · Arche Capital Substack_

Why the rescission of Rule 611 is the most consequential market structure development for tokenized equities to date

## [PixelRift — Platforming with Level Editor (Sponsored)](https://crawlproof.com/a/fC5h8geYkIKC)

_2026-06-12 · **Sponsored**_

Includes a built-in level editor, campaign with elemental heroes, and boss encounters.

## [The Wealth Management Tech Stack Is About to Break](https://intellebox.substack.com/p/the-wealth-management-tech-stack)

_2026-06-12 · AJ De Rosa · AJ De Rosa_

Why agentic AI changes the economics of software - and why advisory firms should care now

## [CME’s New Bitcoin Volatility Futures May Be More Important Than Bitcoin ETFs](https://archecapital.substack.com/p/cmes-new-bitcoin-volatility-futures)

_2026-06-08 · Arche Capital · Arche Capital Substack_

Most people think crypto markets revolve around one question:

## [The Rule That Locked Banks Out of Crypto — And Why It’s Finally Breaking](https://archecapital.substack.com/p/the-rule-that-locked-banks-out-of)

_2026-06-04 · Arche Capital · Arche Capital Substack_

Basel’s 1,250% Risk Weight Is the Most Important Number in Crypto Regulation You’ve Never Heard Of

## [Summit to examine financial advice policy, regulation, and professional standards](https://www.goodreturns.co.nz/article/summit-to-examine-financial-advice-policy-regulation-and-professional-standards?utm_source=GR&utm_medium=rss&utm_campaign=Summit%20to%20examine%20financial%20advice%20policy%2C%20regulation%2C%20and%20professional%20standards)

_2026-06-03 · GoodReturns · GoodReturns.co.nz - News Bites_

Financial Advice New Zealand is launching an Advice Policy Summit in conjunction with the Financial Planning Standards Board Asia Pacific Forum.

## [Non-banks can call themselves banks](https://www.goodreturns.co.nz/article/non-banks-can-call-themselves-banks?utm_source=GR&utm_medium=rss&utm_campaign=Non-banks%20can%20call%20themselves%20banks)

_2026-06-03 · GoodReturns · GoodReturns.co.nz - News Bites_

The Reserve Bank says all deposit takers licensed under the Deposit Takers Act will be able to call themselves banks.

## [The SBM Investment Philosophy](https://santabarbaramanagement.substack.com/p/the-sbm-investment-philosophy)

_2026-06-01 · Bob Casey · Building Santa Barbara Management_

This email is part of a series sharing my “founder’s view” of building Santa Barbara Management.

## [Automation Was Never the Point](https://intellebox.substack.com/p/automation-was-never-the-point)

_2026-05-27 · AJ De Rosa · AJ De Rosa_

The advisors leading the pack are using a different model. Here’s what that actually looks like.

## [The Permission Layer: Why Human Authority Hardware Is the Next Infrastructure Trade](https://archecapital.substack.com/p/the-permission-layer-why-human-authority)

_2026-05-26 · Arche Capital · Arche Capital Substack_

There is a version of the autonomous AI story that gets told at conferences and in pitch decks, and it goes like this: AI agents will handle everything. They will manage your portfolio, execute your trades, authorize your payments, negotiate your contracts, and operate your workflows while you sleep. The future is frictionless. The future is autonomous.

## [Generate expands its private equity investments](https://www.goodreturns.co.nz/article/generate-expands-its-private-equity-investments?utm_source=GR&utm_medium=rss&utm_campaign=Generate%20expands%20its%20private%20equity%20investments)

_2026-05-22 · GoodReturns · GoodReturns.co.nz - News Bites_

Generate has made a new $20 million commitment into Icehouse Ventures’ Growth Fund III.

## [The Continuous Engagement Model](https://intellebox.substack.com/p/the-continuous-engagement-model)

_2026-05-15 · AJ De Rosa · AJ De Rosa_

How the best firms will deepen allocator trust at scale

## [From any door to your door (Sponsored)](https://crawlproof.com/a/W7z38VSvT8ES)

_2026-05-15 · **Sponsored**_

Book rides, errands, deliveries, groceries and home help in one app

## [The Relationship Alpha Most Hedge Funds Still Ignore](https://intellebox.substack.com/p/the-relationship-alpha-most-hedge)

_2026-05-12 · AJ De Rosa · AJ De Rosa_

LP retention is rarely lost in a quarter. It erodes in the silence between them.

## [Why the Red Hat for AI Moment Is Now](https://archecapital.substack.com/p/why-the-red-hat-for-ai-moment-is)

_2026-05-08 · Arche Capital · Arche Capital Substack_

Open-source AI will do to proprietary models what Linux did to enterprise software. The decentralized AI infrastructure is already built. The question is who commercializes it for the mainstream.

## [Breaking Down the Hottest Strategy in Taxable Investing](https://santabarbaramanagement.substack.com/p/breaking-down-the-hottest-strategy)

_2026-04-30 · Bob Casey · Building Santa Barbara Management_

Our Take on Long/Short Direct Indexing

## [Tether Launches tether.wallet: The Stablecoin Giant Goes Direct-to-Consumer](https://archecapital.substack.com/p/tether-launches-tetherwallet-the)

_2026-04-27 · Arche Capital · Arche Capital Substack_

Implications for Onshore vs Offshore opportunities

## [How European Regulators and Politicians Are Choking Crypto and AI Innovation](https://archecapital.substack.com/p/how-european-regulators-and-politicians)

_2026-04-25 · Arche Capital · Arche Capital Substack_

Concrete Examples from Financial Regulation, Taxes, Employment Law, and Beyond

## [Crypto in Wealth Management: From Speculation to Strategic Allocation – April 2026 Research Roundup](https://archecapital.substack.com/p/crypto-in-wealth-management-from)

_2026-04-25 · Arche Capital · Arche Capital Substack_

Crypto continues its maturation into mainstream wealth management.

## [FMA to tackle Finfluencers](https://www.goodreturns.co.nz/article/fma-to-tackle-finfluencers?utm_source=GR&utm_medium=rss&utm_campaign=FMA%20to%20tackle%20Finfluencers)

_2026-04-22 · GoodReturns · GoodReturns.co.nz - News Bites_

The Financial Markets Authority has joined regulators across the globe in a co-ordinated Global Week of Action Against Unlawful Finfluencers to tackle the risks involved with unlawful financial promotions by online influencers.

## [Ethereum Just Crossed the 1/3 Staking Threshold. Here’s Why That Should Concern Every Serious ETH Investor.](https://archecapital.substack.com/p/ethereum-just-crossed-the-13-staking)

_2026-04-21 · Arche Capital · Arche Capital Substack_

Vanessa Grellet | Managing Partner, Arche Capital

## [The $292 Million Heist: What the Kelp DAO Hack Tells Us About DeFi’s Deepest Flaw](https://archecapital.substack.com/p/the-292-million-heist-what-the-kelp)

_2026-04-19 · Arche Capital · Arche Capital Substack_

April 19, 2026 | Arche Capital Research

## [The SEC Just Told Crypto Apps Exactly When They Need to Register as Broker-Dealers](https://archecapital.substack.com/p/the-sec-just-told-crypto-apps-exactly)

_2026-04-13 · Arche Capital · Arche Capital Substack_

The Division of Trading and Markets issued a landmark staff statement today that every DeFi builder, wallet provider, and institutional allocator needs to read carefully.

## [CME Group’s Quiet Takeover of Institutional Crypto — And What Comes Next](https://archecapital.substack.com/p/cme-groups-quiet-takeover-of-institutional)

_2026-04-08 · Arche Capital · Arche Capital Substack_

The world’s largest derivatives exchange processed $3 trillion in crypto volume last year. On May 29, it goes 24/7. Here’s why that’s the most underrated story in digital assets.

## [$285 Million in 12 Minutes: Inside the Drift Protocol Hack and the Lazarus Group’s Evolving Playbook](https://archecapital.substack.com/p/285-million-in-12-minutes-inside)

_2026-04-07 · Arche Capital · Arche Capital Substack_

North Korea didn’t exploit a smart contract. They exploited humans — and drained Solana’s largest DEX while the industry watched.

## [Building a Purple Cow in Wealth Management](https://santabarbaramanagement.substack.com/p/building-a-purple-cow-in-wealth-management)

_2026-04-01 · Santa Barbara Management · Building Santa Barbara Management_

My retrospective on year one of building Santa Barbara Management

## [PAA Legacy Trust supports FANZ](https://www.goodreturns.co.nz/article/paa-legacy-trust-supports-fanz?utm_source=GR&utm_medium=rss&utm_campaign=PAA%20Legacy%20Trust%20supports%20FANZ)

_2026-03-16 · GoodReturns · GoodReturns.co.nz - News Bites_

Financial Advice New Zealand (FANZ) has entered a long term strategic partnership with the PAA Legacy Trust to support further development of Campus, its adviser-led, professional development hub designed to deepen capability across the financial advice profession.

## [A Hot Knife Through Butter](https://santabarbaramanagement.substack.com/p/a-hot-knife-through-butter)

_2026-03-02 · Santa Barbara Management · Building Santa Barbara Management_

Lessons learned building Tegus

## [Shaw and Partners buys Wellington advice firm](https://www.goodreturns.co.nz/article/shaw-and-partners-buys-wellington-advice-firm?utm_source=GR&utm_medium=rss&utm_campaign=Shaw%20and%20Partners%20buys%20Wellington%20advice%20firm)

_2026-02-15 · GoodReturns · GoodReturns.co.nz - News Bites_

Shaw and Partners, previously JMI Wealth, has expanded its reach buying a Wellington-based financial planning business.

## [The Next Chapter of AI-Powered Wealth Management Is Here](https://gptadvisor.substack.com/p/the-next-chapter-of-ai-powered-wealth)

_2026-02-05 · GPTadvisor Latest News · GPTadvisor's Latest News_

Meet our most capable wealth management agents yet

## [Margin, Business Models, and What We’re Choosing to Build](https://santabarbaramanagement.substack.com/p/margin-business-models-and-what-were)

_2026-02-02 · Santa Barbara Management · Building Santa Barbara Management_

The Economics of Wealth Management and Why We're Building Differently

## [Introducing Full AI Portfolio Capabilities on GPTadvisor Agents](https://gptadvisor.substack.com/p/introducing-full-ai-portfolio-capabilities)

_2026-01-12 · GPTadvisor Latest News · GPTadvisor's Latest News_

We have evolved our portfolio capabilities enabling a new way of interacting with investment strategies for wealth managers anywhere

## [The Buffett Paradox](https://santabarbaramanagement.substack.com/p/the-buffett-paradox)

_2026-01-01 · Santa Barbara Management · Building Santa Barbara Management_

Lessons for Builders from Warren Buffett