More than three-fifths of surveyed advisors see generative AI as an efficiency booster, though many are still concerned about data privacy and lack of tech integration.
The new offerings, including managed options on Franklin's canvas platform, come as managed account assets surge in the US to hit $13.7 trillion.
Meanwhile, Raymond James bolstered its employee advisor arm with an industry veteran who previously oversaw $750 million at Stifel.
Staffing shortfalls, new policies, and increased demand for clarity create potential speed bumps for tax planning and compliance.
Osaic's expanded partnership with the Arizona-based firm advances its broader strategy to offer succession-focused planning solutions to retiring advisors.
Focus is reportedly on a three year period from 2021-2024.
But economists say inflation impact may come in lower than expected.
How fast-growing tech means higher bills for millions of Americans.
The firm is extending the use of tools to help boost productivity.
Older couples are more likely to split than in the past, stats show.
Preparing your clients to withstand the ups and downs of change – both external and internal – could be the key to unlocking their loyalty, trust, and confidence.
After leaving LPL in 2020, it hasn't gone Cornick's way at Osaic.
The finance professor and quant investing veteran believes with the right guardrails, artificial intelligence could be trusted to meet the high bar of fiduciary advice.
UBS has also regained some ground as it recruited an experienced Merrill advisor in New York.
The new deal involves 15% tariffs and $550 billion in Japanese investments in the US.
The ex-Bay Area broker reportedly continued to peddle fake bond investments, promising rates of returns exceeding 20%, even after FINRA suspended his license in 2014.
Predictive analytics, artificial intelligence, and cybersecurity are now high on compliance officers' lists as off-channel communications are relegated down the rankings.
Latest deal further expands the RIA acquirer’s footprint in Texas.
Renewed pressure could be ahead for the greenback.
With a fifth of RIA firms using AI to create marketing content, one leading voice argues a clear identity and focusing on clients will be crucial to success.
