Meanwhile, Waverly has entered Louisiana with a new $3.1 billion partner, and Carson absorbs a decade-long coaching partner in Green Bay, Wisconsin.
Private equity, private credit, and real assets are long-term tools for growth, income, diversification, and tax efficiency for wealthy investors.
The asset manager's AI message “starts at the top,” said Katrina Dudley, senior investment strategist at Franklin Templeton.
Firm backs AI firm and expands leadership as it builds integrated tech ecosystem.
Automation rollout targets reporting gaps and data fragmentation across alternative investments.
Silicon Valley's preeminent startup accelerator, Y Combinator, is betting on a robo-advisor startup offering subscription-based AI investment guidance
Devenir research shows 19% asset growth and a near-doubling of investment account holders over the past two years, with new data putting health costs squarely in the retirement planning spotlight.
Bridgewater's founder argues the US is in a stagflationary period, and that the Fed's next chair would damage the central bank's credibility by lowering borrowing costs.
He left Bank of America for a JPMorgan role. Then, he says, HR stopped listening
More than half of respondents who look back on last season's refund wish they had saved or invested more – a gap that widens sharply among younger generations.
Fidelity was under cyberattack for three days in the summer of 2024.
Beata Kirr brings 17 years at Bernstein Private Wealth Management and an earlier Goldman Sachs pedigree to her new post overseeing investment strategy for Northern Trust's billion-dollar family office clients.
Technology is changing how we operate, but people still define the client experience. The firms that scale effectively will be the ones that get both right.
Rising use of AI in investing and fraud detection reshapes client expectations for advisors.
Osaic is integrating Scribe to automatically capture workflows and turn them into step-by-step guides to reduce administrative lift across its network of over 10,000 advisors.
As the NFL Draft unfolds and rookies sign their first contracts, advisors point to the league’s Second Career Savings Plan that offers a 2-for-1 employer match on contributions — well above typical workplace 401(k) structures.
Plus, JPMorgan's 55ip is adding T. Rowe Price model portfolios to its platform, and Hamachi.ai is helping advisors deliver compliance-aligned planning guidance through a new integration.
A number of financial advice firms over the past several years have reported similar data breaches.
Meanwhile, Advisory Services Network is entering two new states with its latest partner RIAs, and Florida-based Rossby Financial is bringing a compliance veteran to its platform.
Contentious investigation ends, removing a key obstacle standing in the way of Trump's nominee to lead the central bank
