AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
Nearly half of surveyed RIAs use AI to write job descriptions and more than a third use AI to develop interview questions.
A new DeVoe report reveals a gap between what consolidators target and what they actually acquire
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
As Goldman Sachs tightens rules on event contract trading, RIAs and hedge funds are weighing their own policies
Choreo is expanding its pre-IPO wealth management strategy to target employees of OpenAI and Anthropic ahead of their IPOs
Potomac Financial Group's move from Raymond James marks Concurrent's first foothold in Maryland as IBD breakaways accelerate.
A spokesperson for the estate planning fintech cited AI's reshaping of the industry as Trust & Will restructures its business.
Edward Karan says Aspire Wealth can deliver family office services at a fraction of typical client minimums at private banks.
