Newsroom

$4bn Compound Planning names Farman-Farmaian sole chief executive

$4B Compound Planning Elevates Co-CEO as Sole Chief Executive

Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars

AI & Finance™ | News for the Week Ending 9/19/25

Compound Planning Launches AI-Powered ‘Command Center’ For Its Advisor OS

US Fed expects soft landing with only 1 rate cut in 2026

Future Proof 2025 Wealth Management Insights: Don’t Chase Shiny Objects and How RIAs Should Scale

Introducing Activity Monitor for Financial Advisors

How advisors can scale their firms with talent, organization, empathy

Compound Planning Advisors Honored as 2025 Forbes Top Next-Gen Wealth Advisors

What Is a Fiduciary Advisor?

Compound Adds Former Mercer Advisor, Hits $4B in AUM

Compound Planning surpasses $4 billion in AUM

Compound Planning Achieves 269% Growth, Crosses $4 Billion in AUM

Compound Planning Ranked Among Financial Advisor Magazine’s Top RIAs and 50 Fastest Growing RIAs

Rising Prices: Which Goods and Services Are Driving Inflation?

States With the Highest AUM Potential Per Advisor

Compound Adds Eight Advisors, Including A Northstar Team

103: From Ranch Life to Running a $3B Firm — Meet Eric Flynn, CFA of Compound Planning

Fears of slower economic growth pressure US small-cap stock outlook

Compound Reels In 8 Advisors With Combined Previous Client Assets of $950M

Compound Planning Eclipses 50 Total Advisors; Continues Momentum with Eight Latest Additions

Expert Discusses Tax Planning Amid Uncertainty

How reliable is U.S. economic data? It’s a growing risk for investors awaiting the next Fed rate cut.

Fed tests limits of 'wait and see'

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