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AI is facilitating financial fraud, Treasury warns
Advances in artificial intelligence make it easier for criminals to impersonate customers and craft increasingly sophisticated email phishing attacks, according to a report.
Altruist launches high-yield cash product for advisors
The new product arrives as saving rates and returns are subdued.
New records for stocks as quarterly gain approaches
Global equities advance but markets await Fed inflation data.
No rush to cut rates, says hawkish Fed governor
Christopher Waller says recent inflation data have been disappointing.
Blackstone CEO bullish on private credit
Steve Schwarzman eyes healthcare, real estate for expansion.
Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
Two-thirds of US savers are leaving interest on the table
Despite the proliferation of high-yield savings accounts online, Bankrate survey reveals most Americans are earning less than 4%.
Building wealth with nourishing advice
‘The possibilities are endless’ if you marry a staple diet of good financial habits with a plan, says entrepreneurial advisor.
The symphony of financial planning
Pop musician turned advisor on transferring skills from the studio to keeping the ‘personal’ in finance.
All US states failing to provide adequate basic financial literacy education: NFEC
Analysis finds that financial education falls short of what's offered in other subjects.
Americans want employers to provide childcare benefits, the business case looks good
A new study reveals the potential strong return on investment for employers.
Crypto industry rattled by hack that stole $63M in tokens
It's one of the biggest security incidents of the year.
Robinhood diversifies from trading with credit card launch
The platform aims to become a broader financial services firm.
2023 was boom year for health savings accounts
Devenir reports that HSAs saw robust growth in invested assets last year, along with increases in contributions and withdrawals.
California CPA firm wades into wealth with RIA partnership
Orange County accounting firm collaborates with Integrated Partners to launch a wealth management division.
Repeat flubs at Stifel over complex products: Finra
Stifel broker-dealers agree to fines and restitution of almost $3 million as a result of shortcomings in supervision and compliance related to sales of non-traditional exchange-traded products.
InvestmentNews reveals inaugural 5-Star Fund Providers
Which top asset management firms made the cut?
How do asset managers see AI?
New report from Mercer Investments reveals consensus on “core technologies,” as well as investment opportunities and risks.
KKR convenes wealth management forum with cross-industry members
New initiative includes executives from Morgan Stanley, UBS, Hightower Advisors.
Is an expert buying a rival company’s stock insider trading?
SEC's novel lawsuit tests definition amid criticism of overreach.
