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June 2025

The Alpha Brief #2
June 23–28: While Markets Hit Highs, the Feeling Was Flat
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Convergence.
LLMs, OpenAi, & The Quantum Leap That Just Hit Firms.
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The Alpha Brief #1
Listening, Adapting, and Introducing The Alpha Brief
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The Hidden Clause.
How a Quiet SEC Recommendation Could Upend the RIA Industry
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The End of Search.
A deep dive into the next generation of Financial Advisor SEO, lead generation tactics, and the client acquisition strategies built for the age of AI.
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RIA & SEC Market Pulse: H1 2025 Data, Key Trends, and H2 Projections for Firm Owners
Navigating the Next Wave: Essential Insights from Capithos & Market Signals for Time-Pressed Leaders
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May 2025

Beyond Automation.
The AI Growth Playbook Every RIA & Firm Leader Needs Now.
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The 4.2% Illusion: Decoding the Real Story of U.S. Hiring In Finance
Beneath the calm surface of a steady unemployment rate, a sea change is underway in finance and wealth management. Here's what the data really tells us.
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The Quiet Revolution.
How the map of American Wealth Management got redrawn while we weren't looking.
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Forging the Future of Financial Intelligence
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