Kevin Brady discusses saving for short-term goals with CNBC

New York, NY – November 10, 2025 – Wealthspire Advisors LLC, an independent registered investment advisor with more than $580 billion in assets under management or advisement,1 today announced it has entered into an agreement to acquire RoundAngle Advisors, a Red Bank, New Jersey-based registered investment advisory firm. The addition underscores Wealthspire’s ongoing commitment to partnering with advisors who share its focus on strong client relationships, thoughtful planning, and personalized

AI spending is rising and margins are tight, but big tech’s AI engine keeps pulling ahead. Wealthspire’s Chris Maxey breaks down who’s fared best and what may be in store for the AI trade next year.