Financial advisors already finding answers with AI as they look to the future
'We see AI as a friend and not a foe' — advisors say technology is driving down costs and allowing them to serve a bigger book of business.
Ex-Wells chief Kowach wants 100 advisors at new firm &Partners
The new firm's pay 'is significantly enhanced from the industry norms,' according to an investor presentation.
Back off, Burry! Advisors not buying into ‘Big Short’ fund manager’s bearish call
Burry's $1.6 billion bet on Wall Street collapse has been branded 'carnival barking' by a guy who 'got just one thing right, once.'
House Republicans take anti-ESG campaign to CalPERS
The California Public Employees’ Retirement System has turned over thousands of pages of documents in recent months to Congress.
Edward Jones to offer banking services
The wealth management firm will offer its clients checking and savings accounts and potentially other banking products.
Equitable Advisors hires four advisors with combined $360M AUM
The four join the fast-growing wealth management business from separate firms.
CFP exam pass rate highest in 8 years but which states saw the most takers?
Demonstrating experience on the job was the top reason cited for trying for certification.
Stocks mixed following hawkish Fed, bond yields sell-off intensifies
Signs that the Fed could continue on a tighter path has prompted investors to rethink strategies.
Banks ‘largely blind’ to nature loss risks to portfolios, report warns
Financial firms' lack of oversight could result in higher costs, litigation and reputational damage.
Morgan Stanley cuts China forecast amid weaker investment
Wall Street firm says Chinese economy will lag into 2024.
Massachusetts tax could hit one-off millionaires but advisors keep levy in perspective
'Most voters didn't realize the millionaires tax included one-time sudden windfalls like the sale of a home,' one advisor says.
Giant RIA AlTi Global shoots to boost cash-flow margin
'The streamlining of the business is very critical,' says CEO Mike Tiedemann.
July was strongest month on record for advisor M&A, Fidelity reports
The number of deals increased 46% year-over-year, while the amount of assets grew 32%.
Overwhelmed by ESG debate? Impact investing may be the answer
What does doing well by doing good mean to your clients? Advisors reveal how they approach plethora of options out there
Entries are now open for IN’s hottest issue
INW launches its inaugural search for the industry’s “hottest” professionals.
Kestra Financial continues strong growth as 23 professionals add $1.3B AUM
The second-quarter additions follow the 26 who joined the platform in Q1.
Madison Investments launches its first ETF with more to come in weeks
Independently owned Wisconsin firm says launch is a natural extension of its investment strategies.
New Jersey $270M team sets up new wealth firm with LPL
The three advisors have left Merrill Lynch to form their independent firm.
Fed minutes to reveal preference for tightening
Few of the FOMC members were in favor of holding rates into 2024.
BlackRock among holders of embattled China bonds
Investors fear a missed payment, so which other firms are exposed?
