Addepar's new ADX data exchange for advisors follows the company's May 2025 acquisition of AI workflow startup Arcus and its introduction earlier this year of an AI assistant platform named Addison.
With 65% of New Jersey advisors considering relocation, the state's ABC test for worker classification rule could reshape the local advice landscape.
A six-month reporting schedule could be burdensome to financial advisors, warns Jay Dubow of law firm Troutman Pepper Locke.
Meanwhile, Wealth Enhancement and Savant Wealth Management have each extended their footprints in Oregon, with Savant's move marking a first-time partnership in the state.
A veteran-led trio from UBS has also decamped to LPL's Linsco channel, while Cetera lured another longtime Commonwealth advisor in Michigan.
Raymond James’ AI Academy offers advisors virtual training and workshops on the likes of AI prompting.
AI wealth advice under fire as audit finds major errors in estate and insurance guidance.
Ameriprise and Gallup research point to growing concerns over retirement security and aging alone.
Proposed reforms may boost US banks’ competitiveness while reshaping global capital markets.
Retention doesn’t break at the moment of transfer. It breaks years earlier, when no relationship was ever built.
BlackRock's platform is providing richer private credit analytics on Preqin, while RedBlack engages CAIS to bolt alts trading into its rebalancing engine.
New studies from Northwestern Mutual and Guardian Life point to a widening gap between financial optimism and actual preparedness as lifespans grow longer.
One-time FSC Securities branch compliance officer awarded $750,000 of punitive damages as part of claim.
Regulators on both sides of the Atlantic are scrutinizing a nearly $2 trillion market that has thrived in the shadows – and the pressure is mounting.
Anthropic's new financial agents can build pitch decks and screen client files. Two leaders close to the technology say that's the easy part.
Arguing New York under Mayor Zohran Mamdani "doesn't welcome success," Citadel's billionaire CEO warns punishing fiscal policies are reshaping where wealth — and business — plants its flag.
Firms pick up advisory capacity in Georgia, Missouri with next-gen advisor among the movers.
Firms add $768M in combined assets as consolidation wave continues across advisory space.
Investors say FS KKR Capital downplayed bad loans while talking up portfolio stability and dividends.
The reveal of 10 agent templates for banks, asset managers, and insurers comes just after its announced $1.5 billion joint venture with Blackstone, Goldman Sachs, and other Wall Street heavy-hitters.
