The asset manager's AI message “starts at the top,” said Katrina Dudley, senior investment strategist at Franklin Templeton.

Advisors will be looking for the impact of higher oil prices on the trajectory of rates, according to David Laut of Kerux Financial.

“If there’s a cybercriminal out there that’s targeting you, you want to make them work hard for the information,” said Lorne Maltenfort of Wells Fargo.

“We’re at the very beginning of this transformation, this evolution,” said Dayna Kleinman, managing director at Sagard.

The current rules that govern day trading in customer margin accounts were adopted nearly a quarter of a century ago, FINRA said.

Monish Verma jumped from UBS to found Vardhan Wealth Management in May 2021.

“[AI] has already been helpful in our industry,” said Raymond James CEO Paul Shoukry, but acknowledged the limitations of the technology when it comes to advisor/client relationships.

“This is the most disruptive moment in modern economic history in the U.S. and the world,” said Fed chair nominee Kevin Warsh, during this week’s confirmation hearing.

Higgins will support the development of the asset management company’s active ETF platform.

“What we’re trying to target is something that doesn’t go down that much, which is healthcare cost inflation,” said Milliman’s Adam Schenck.