Osaic’s advisors began using the Jump and Zocks AI tools since early 2025.
Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.
The court cited a PR playbook Bankman-Fried wrote before he was even indicted
Stockholder claims the BDC's adviser pumped up private credit marks to drive up its take
Wealth tech platforms' latest enhancements help advisors surface behavioral risk insights and generate client-ready output without leaving their existing workflows.
Most advisors are leaning into volatile markets rather than retreating, and more than half plan to increase their use of protection-oriented strategies by year-end.
CFP Board and the Financial Services Institute each threw support behind the Labor Department's shift back to a two-factor "economic reality" test for determining worker status
Early 2026 volatility erodes pension and endowment gains, raising long-term concerns.
Strong advisory flows and trading activity lift results as integration nears completion.
Ultra-high-net-worth investors aren’t retreating from risk. They're redefining it, balancing safety with selective conviction
Top advisors reveal where they see resilient growth, income and risk control beyond the usual equity and bond playbook
Moves bring hundreds of millions in assets as firms compete for experienced advisors.
A former portfolio manager says Franklin Templeton's "rules-based" cat bond fund was anything but — and calling it out cost him his job.
Wedding bills, alimony and a newspaper allegedly funded by investor cash — and that's just the start.
The Dubai entity didn't even exist when the transfer happened – and the fund director is now dead
Wealth management firms are facing more pitfalls when it comes to WhatsApp.
Raymond James is also welcoming a $480M Brooklyn team from Wells Fargo's independent network, while JPMorgan adds a $400M Goldman Sachs advisor in New York.
The combined platform unifies Avantax Planning Partners and The Retirement Planning Group, giving over 100 employee advisors access to in-house specialists across tax, estate planning, and insurance.
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.
