With a new regime at the SEC, Savvy Wealth's Lisandra Wilmott speaks out on ongoing and unfolding risks around off-channel communications, AI, and private market investments.
The veteran leader from Cresset will support Emigrant’s network of high-net-worth advisory firms and specialty platforms.
Gallup finds 42% of American adults under 30 are getting financial advice from social media, raising concerns of "misinformation being shared by finfluencers."
Draft tax legislation by House Republicans raises concerns for aid-giving private universities, with steep hikes on levies based on "lifeblood" endowment dollars per pupil.
But that doesn’t mean the contentiousness between the two is over.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
