“The acceleration of generative AI is foundational to how firms operate, compete, and serve clients,” said Germán Soto Sanchez, chief product and strategy officer at Broadridge Financial Solutions.
“If AI is to play a role in their business operations, advisors would do well to disclose where it is used," said John McKenna, senior analyst at Cerulli.
Major indices fell Monday following Trump's tariffs clash with the Supreme Court. “This adds a new layer of uncertainty to the tariff story,” says Michael Landsberg, chief investment officer at Landsberg Bennett Private Wealth Management.
“The pipeline continues to grow and we will see more announcements in the coming months,” said Tyler Vernon, managing principal at Merit Financial.
Abby Salameh will lead Mercer's New Jersey and greater Philadelphia markets, while Chris Walters will oversee the San Diego market.
Comedian Johnny Hilbrant, aka the PE guy, has taken aim at Chuck Failla, CEO of Sovereign Financial Group, in the goRIA podcast.
Altruist’s Hazel AI platform may have sent shockwaves through the industry this week, but fintechs say face-to-face interactions with advisors remain key.
Wednesday’s jobs report showed a more robust labor market than feared
A shift in 401 (k) withdrawals would lower “the psychological barrier” to tapping retirement assets for non retirement goals, says Bob Ruelle of Apollon Wealth Management.
Centers of Influence, such as CPAs and lawyers, are proving an effective way to acquire new clients, according to Cerulli Associates.
