Moves bring hundreds of millions in assets as firms compete for experienced advisors.
A former portfolio manager says Franklin Templeton's "rules-based" cat bond fund was anything but — and calling it out cost him his job.
Wedding bills, alimony and a newspaper allegedly funded by investor cash — and that's just the start.
The Dubai entity didn't even exist when the transfer happened – and the fund director is now dead
Wealth management firms are facing more pitfalls when it comes to WhatsApp.
Raymond James is also welcoming a $480M Brooklyn team from Wells Fargo's independent network, while JPMorgan adds a $400M Goldman Sachs advisor in New York.
The combined platform unifies Avantax Planning Partners and The Retirement Planning Group, giving over 100 employee advisors access to in-house specialists across tax, estate planning, and insurance.
Meanwhile, Waverly has entered Louisiana with a new $3.1 billion partner, and Carson absorbs a decade-long coaching partner in Green Bay, Wisconsin.
Private equity, private credit, and real assets are long-term tools for growth, income, diversification, and tax efficiency for wealthy investors.
The asset manager's AI message “starts at the top,” said Katrina Dudley, senior investment strategist at Franklin Templeton.
Firm backs AI firm and expands leadership as it builds integrated tech ecosystem.
Automation rollout targets reporting gaps and data fragmentation across alternative investments.
Silicon Valley's preeminent startup accelerator, Y Combinator, is betting on a robo-advisor startup offering subscription-based AI investment guidance
Devenir research shows 19% asset growth and a near-doubling of investment account holders over the past two years, with new data putting health costs squarely in the retirement planning spotlight.
Bridgewater's founder argues the US is in a stagflationary period, and that the Fed's next chair would damage the central bank's credibility by lowering borrowing costs.
He left Bank of America for a JPMorgan role. Then, he says, HR stopped listening
More than half of respondents who look back on last season's refund wish they had saved or invested more – a gap that widens sharply among younger generations.
Fidelity was under cyberattack for three days in the summer of 2024.
Beata Kirr brings 17 years at Bernstein Private Wealth Management and an earlier Goldman Sachs pedigree to her new post overseeing investment strategy for Northern Trust's billion-dollar family office clients.
Technology is changing how we operate, but people still define the client experience. The firms that scale effectively will be the ones that get both right.
