Two advisory teams managing $1.4 billion are joining Cerity Partners from Shufro Rose, leaving the storied firm's future ...
Marco De Freitas joins from Vanguard to lead operations, technology and AI strategy at the wealth management firm ...
Philanthropy is the most natural way for advisors to introduce themselves to clients’ heirs. Families uncomfortable talking ...
Tariffs are structural changes, not temporary shocks. Here's how to reassure clients and protect their portfolios ...
New research shows index fund growth increases individual stock volatility without destabilizing broader markets or indexes ...
Milemarker Firm MCP provides advisory firms with one governed AI connection across all their data through Model Context Protocol ...
With the move, Kay Lynn Mayhue will take the reins of full management while Rick Kent stays to focus on areas like organic growth, strategy and culture.
The wealth manager consolidated enterprise data from custodians and tech platforms to power its proprietary AI framework ...
More than 60% of Americans now own stock, mostly through retirement plans, creating systemic risk if AI hopes fail ...
Former PayPal CEO Bill Harris debuts Evergreen.ai, offering free AI-powered financial planning through 2028 for beta users ...
Retail investors are pouring money into funds and vehicles promising access to Anthropic and OpenAI ahead of their IPOs ...
Advisory firms and consultants are converging as they compete to serve retirement plans and capture trillions in DC assets ...
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