Elsewhere, Feathery touts efficiency gains for custodian account opening at Sequoia, while DeepVest unveils a governance layer for CIOs to keep AI agents in check.
Meanwhile, LPL and Ameriprise each welcomed experienced advisors from Edward Jones in Tennessee and South Carolina.
Along with General Catalyst's Percepta, the $480 billion asset manager is deploying Claude across purpose-built platforms for investment research and client engagement.
New BEAT Study data reveals half of workers made financial tradeoffs after medical premium hikes, with Gen Z hardest hit
Dynasty Financial Partners is formalizing its consulting arm as it moves to acquire a 46-year-old branding and marketing firm to serve independent RIAs.
Trustees maintain 2034 insolvency projection, but new research shows benefit cuts could cost many retirees more than $137,000 out of pocket.
One fund is doing exactly the opposite of what most ETF issuers would do as the historic listing for Elon Musk's rocket company nears.
Cerulli research shows advisor retirements and breakaway movement fueling record M&A demand across the wealth management industry.
Catherine Williams brings 30-plus years of practice management experience, including roles at Dimensional Fund Advisors, Fidelity, and Coldstream.
The deal adds veteran David Appel and 30 years of advanced planning expertise, expanding insurance services for RIAs and independent advisors nationwide.
