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READING
Wealth management is being reshaped by technology, retail inflows into private markets, and changes to accredited investor rules. While AI and platforms like Robinhood will drive access and efficiency, financial advisors won’t disappear — trust and human relationships remain central. At the same time, retail investors are increasingly flowing into private equity and alternatives, and pending legislation could expand accredited investor access further, opening the door to massive new pools of capital.
AI has become central to recruiting, with both job seekers and employers heavily relying on it for resumes, screening, and even interviews. While platforms like Ribbon (Fund IV) offer efficiency and accessibility, experts warn that overreliance can introduce bias and legal risks, highlighting the need for transparency, regulation, and thoughtful use by both candidates and employers.
Ondo Finance, in partnership with Alpaca (Fund III), has launched Ondo Global Markets to tokenize U.S. stocks and ETFs, making them tradable 24/7 and usable in DeFi. The platform aims to break down barriers to U.S. securities markets for global investors, with over 100 assets live today and plans to scale to 1,000+ by year-end.
LISTENING
WATCHING
I. Chuck Blake – Commanding AI: Automating Docs, Reviews & Reports in Rails
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