More than three-quarters of planners believe AI will enhance client service, but call for more training and guidance.
Elsewhere, Wells Fargo also recently announced several new hires from Cetera, Merrill Lynch, and JPMorgan.
The leadership changes are happening just as the firm forges a strategic partnership with AI notetaking leader Jump.
The $21 billion RIA is adding financial safety tools to help advisors support aging clients and strengthen cross-generational ties.
The Radnor, Pennsylvania-based multifamily office is enhancing its offerings for complex client relationships with its newest managing director.
The $450 billion RIA behemoth is elevating a veteran executive at its Focus Partners division shortly after a broader expansion in its leadership.
The investment research firm's new medalist methodology aims to help bring transparency to increasingly complex product offerings.
The broker-dealer giant is adding best-in-class software to its tech stack amid increased demand for sophisticated planning solutions.
The two alts tech platforms are forging new alliances to support evolving portfolio construction and due diligence in private markets.
The alts giant's latest executive hire builds on its continuing strategy to expand into the private wealth space.
