Newsroom
Read the latest updates from the Compound team including company, product, and partnership announcements.
Investors price in higher risk for investment-grade credit amid market turmoil
Compound Planning’s Flynn On Engaging With Next-Generation Clients
Investors eye global stocks as fears of slowing US growth mount
Compound Planning: Digital Family Office Grows to $3 Billion AUM
Compound Adds Seven Advisors, Including a $1.2 Billion Advisor Team
Compound adds $1.2 billion team
Compound Planning adds $1.2bn ex-Choreo team
Compound Planning Snags $1.2B Iowa Team from Choreo
Compound Planning Grows to $3 Billion in AUM; Adds $1.2 Billion Advisor Team
Best Investments for the Pause in Fed Rate Cuts
Compound Planning Launches Tax Filing And Planning Services On Its Dashboard
Compound Planning makes tax season easier with fully integrated tax filing and planning services
Tech News: Compound partners with april to add tax filing to client dashboard
Private credit beckons, but advisors must be cautious
Compound Planning Adds Tax Filing to Client Dashboard, Streamlining How Advisors Manage Wealth
The 30-Year-Old Computer Scientist Who Wants to Remake Wealth Management
5 Ways to Invest in a Post-Election Market
Deals & Recruiting Roundup: Compound Planning Adds Four New Advisors
Major economies' rate paths to split as economic growth divergence widens
Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B
$2.5bn Compound Planning taps slew of advisors, division heads
Compound Planning Added 4 Recent Advisors, Totaling 30 For 2024
Compound Planning doubled AUM, expanded leadership, and added 30 advisors in 2024
2025 Investment Outlook
Trends with Benefits #130: How Tech and Consolidation Are Reshaping the RIA Industry with Eric Flynn
The 10 best- and worst-performing ETFs of 2024
What the Stock Market Could Do During Trump’s First Year, According to History
The victors of Trump's tariffs
‘No detractor’ to using direct indexing as an investment strategy
Advisors recount their biggest lessons from 2024
Will 24-hour trading keep financial advisors up all night?
Are Your Clients Missing a ‘Free Lunch’?
Compound Planning Adds Five Advisors, Reaches $2.5 Billion In AUM
New York-Based Digital Wealth Firm Adds Five Advisors
Compound Planning hires 5 advisors amid recruiting push
Compound Planning adds five experienced advisors and crosses $2.5B AUM
Aspiriant Co-Founder Among New Hires At Compound Planning
Compound Planning adds three to leadership team
Digital family office hires heads of wealth management, advisory operations
Compound Planning Expands Leadership Team to Empower Next Generation Advisors
How Advisors Are Helping Clients Unretire
Compound Planning ranked one of America’s Top RIAs and 50 Fastest Growing RIAs for 2024
Compound Planning's tech-driven approach fuels 80% AUM growth in less than one year
Growth compounding at Compound Planning
Stock Market Forecast for the Next 6 Months
Compound Planning Adds 6 Advisors, Surpasses $2 Billion In AUM
Compound Planning announces major milestone for its digital family office
Compound Planning crosses $2 billion of assets under management and 30 financial advisors
Robo Advisor vs. Online Financial Advisor: What's the Difference?
Investment Mistakes Exposed: Top 10 Biases to Avoid for Better Returns
Christian Haigh On Managing Close To $3 Billon And Now Building A Modern Wealth Management Platform
2024 40 Under 40 Spotlight: Kristin Carter, 2018
Compound Planning Adds 6 Advisors Who Previously Managed Over $1 Billion
Compound Planning adds six advisors to its digital family office
Compound Planning Adds 15 Advisors in First Weeks of 2024
The Federal Reserve: Challenges Past and Present
Compound Planning continues momentum, adding 6 more experienced advisors
Blending High-Tech Tools with Traditional Advisory to Master Wealth Management and Demystify Financial Planning
$1.4bn Compound Planning adds nine advisors from Personal Capital
Compound Planning hails pivotal hire of nine financial advisors
Better Together: Consolidation Within The Family Office Industry
Compound Planning Solidifies Its Position as a Tech-Powered Leader in Wealth Management, Adding 9 Advisors to Team
Compound Planning expands advisor recruiting team with two key hires
Kristin Carter, CPA joins Compound Planning as Head of Tax Advisory
Compound Planning recruits Long Tran, adds 10th advisor of the year
Choosing the Right Financial Adviser: Fiduciary vs. Non-Fiduciary
Recruitment Roundup: Dynasty, Cetera, Compound And More
Compound Merges with Alternativ Wealth
Alternativ and Compound Merge to Form $1.1B+ RIA
Two RIAs merge into $1.1 billion digital family office
Introducing Compound Planning
Compound is compounding
Compound and Alternativ Wealth merge to form $1B+ digital family office
Embracing Complexity and Illiquidity: The Power of Alternatives in Today's Environment
Kyle Rudduck Joins Compound as Principal Wealth Advisor
Alternativ raises $10 million as digitally native RIAs pick up steam
Lance Lehman Recently Attended Investments & Wealth Institute's Annual Conference
Announcing the official Carta and Compound integration
Tim Hamilton joins as Managing Director
Introducing Transactions
Introducing Secondary Market Research
Compound Services
Compound Personal Cash Management
How Compound is supporting you during these uncertain times
Introducing Fixed Income Portfolios
Introducing 529 Plans
Introducing Donor Advised Funds
Introducing Personal Insurance
Introducing Revocable Trusts
Introducing Equity Modeling
Welcoming Lance Lehman as Vice President
Introducing Startup-Backed Lending
Introducing Irrevocable Trusts
Introducing Vault
Access alternative investments on Compound
Introducing Compound
Here’s how to protect your equity if you’ve been laid off
Start-Up Equity Is a Great Retirement Plan, if You Can Pull It Off