Also, Mercer Advisors taps an LPL alum to lead the evolution of its investment platform, while Mission Wealth extends its footprint in Colorado.
New data integration gives advisors standardized views of private equity, credit, and real assets performance amid growing demand for private markets exposures.
The latest move at Carson Wealth formalizes a long-running partnership with Brent Pine’s Arizona team and locks in a next-gen path for clients and advisors.
New features promise faster analysis of client returns and documents, helping RIAs surface tax insights and produce planning outputs in minutes.
Osaic has also gained ground in St. Louis with a veteran pair from Stifel, while the Hightower-aligned Bahnsen Group gets a foothold in Silicon Valley.
The White House bid to bar large investors from single-family purchases clashes with bipartisan housing supply agenda.
Wall Street giants step up automation bets as advisors weigh how AI-fueled back offices will reshape service, staffing, and client expectations.
Even with stronger-than-expected quarterly results, markets are punishing the "poster child for the AI-killing-software narrative" while keeping the faith in Oracle, Microsoft, and Nvidia.
Leaders at Prudential Advisors break down how wiring AI into every stage of its leads program is supporting more robust client conversations.
Policy group urges Washington to ease fiduciary constraints it sees imposed on trillions in workplace retirement dollars.
