Shaping Wealth has also added a seasoned fintech veteran to its own C-suite, while Nitrogen unveils an AI agent alongside other updates to enhance client meetings.
New suite targets long-standing pain points around risk modeling, data reconciliation, and advisor competency in digital assets.
Scott Brown’s will oversee Morningstar Direct, data feeds, and advisory tools as the firm continues to build unified intelligence around public and private market analytics.
Also, Orion and Nitrogen have each announced strategic integration updates that could strengthen their support for retirement-focused advisors.
Economists warn that faith in an AI-driven productivity boom and rising market vulnerabilities could further complicate policymakers’ decisions.
Wells Fargo has also extended its reach in Alabama with another UBS defection, while Cetera welcomes a breakaway advisor from the wirehouse.
The digital-first family office is doubling down on legal, compliance, and content leadership after crossing $4 billion in assets.
With a goal of hitting $250 billion in assets by 2035, the wealth platform is betting on leadership steeped in advisor transitions and full-service wealth management.
The order for a ban follows guilty plea to wire and investment adviser fraud, with more than $3 million taken from five clients in a multiyear scheme.
Early 2027 estimate points to a 2.8% adjustment to Social Security benefits, which have lagged senior Americans' lived experience on Medicare premiums and uncovered health costs
