The 140-year-old firm catering to ultra-high-net-worth clients joins a growing roster of wealth managers and tech providers plugging Claude into advisor workflows.
New polling alongside fresh Federal Reserve research reveal how energy-driven price pressures are reshaping client sentiment and monetary policy.
Meanwhile, Carlyle-backed MAI Capital announces another expansion in Connecticut, while AlphaCore adds a seven-person group overseeing nearly a billion dollars in Colorado.
The AI prospecting startup expands beyond individual advisors, targeting centralized marketing groups at firms with large home offices.
The Chicago-based RIA deepens institutional investment consulting and advanced planning access for advisors serving wealthy families
Unregistered Chicago investment adviser allegedly stole $1.8 million from clients, fabricated account statements, and used new investor funds to repay earlier ones.
The broker-dealer giant's newest C-suite hire brings 30 years of enterprise technology leadership, including time at Fidelity, to its expanding AI agenda.
The New York Fed's May survey shows consumers' financial confidence at multi-year lows despite stable price outlooks.
Merrill has also extended its ranks in California with a $450 million team from Morgan Stanley, while Raymond James adds a seasoned Edward Jones advisor to its independent channel.
Mark Tremblay joins as the firm's third senior hire in under two weeks, signaling an accelerating talent push.
