The New York-based startup’s platform will plug into Osaic’s national network as firms lean harder on data and automation to tackle the organic growth squeeze
Mission Wealth’s Renee Hennessee explains how clear guardrails, practical pilots, and manager-led coaching can help advisors adopt AI without losing the human touch.
Private equity, real estate, and venture capital stand out as favored strategies, even as views on private credit turn more cautious.
Meanwhile, estate planning platform Wealth.com extends its capabilities into tax for advisors.
City budget crunch, investor unease, and the state's last-place ranking in tax competitiveness reignites conversation around risks of millionaire flight.
The broker-dealer giant is positioning new ‘Rai’ chat agent at the center of its internal AI stack as regulators probe how far autonomous tools should go.
The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the board power to mandate training on fast-moving regulatory changes.
Longtime Chicago-based investing leader Joel Hirsh will chair a global committee overseeing public, fixed income, and alternative strategies.
Elsewhere, NorthRock Partners adds an Ameriprise team to cross the $11 billion AUM mark, while Elevation Point adds a Merrill Lynch team overseeing $900 million in assets.
Regulator outlines early use cases for autonomous AI tools, urges governance frameworks while it continues to shape guidance around emerging technology.
