Range

The page explains how a 1031 exchange can defer capital gains taxes for investment property portfolios.

2023 Year-End Tax Tips: A checklist for wrapping up the year in taxes.2023 Year-End Tax Tips: A checklist for wrapping up the year in taxes.

The page offers gift suggestions for people who are difficult to shop for.

The page explains what annuities are and considers whether they are a good investment.

Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge

Range offers wealth management services from Certified Financial Planners and unified financial management through a platform.

Dwealth News publishes a weekly roundup of advisor technology trends and developments. The latest edition covers emerging tools and platforms designed to enhance financial advisory workflows. Topics include AI-driven client insights and automation solutions for wealth managers.

Sep 2026dwealth.newsNews article

Range is named to the 2026 WealthTech100, which recognizes wealth technology companies. The company is recognized for AI algorithms that generate thousands of projections and calculate multiple scenarios for wealth management clients.

Apr 2026Fintech GlobalNews article

Range, an RIA managing **$700 million** in assets, is phasing out its **25 financial advisors** within one to three years. The company replaces human advisors with its **AI-driven wealth management tools**, eliminating the advisor workforce entirely. CEO Fahad Hassan leads this transition as part of Range’s broader automation strategy.

Mar 2026InvestmentNewsNews article

United Sports Collective secures its first partnership with **Range**, a wealth management platform. The deal spans four years and guarantees **$1.9 million** in payments. The agreement follows the collective’s launch nine months prior.

Dec 2025Sports Business JournalNews article