New workplace savings program targets startup employees by merging institutional portfolios, retirement tech, and equity ownership on a single platform.
Drawing on battlefield lessons, 2025 Advisor of the Year Award winner Dennis Morton sounds off on the perils of complacency, succession blind spots, and the human edge advisors must defend in an AI era.
While it has sidestepped a public trial, an ex-analyst’s case renews scrutiny of how far junior bankers are pushed on live deals.
Meanwhile, Janney lands a billion-dollar team from Merrill in Delaware, and two longtime Edelman advisors hopped to Prime Capital Financial in the Northeast.
Trade group urges regulators to loosen investment restrictions and clarify ERISA rules for new child savings vehicles.
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.
