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WealthManagement.com
15 小时
2025 Outlook Q&A: The Evolution of AI in Wealth Management
It has been a busy year for ARQA, founded in 2022 by Haik Sahakyan and Peter DiLorenzo.
WealthManagement.com
1 天
2025 Outlook Q&A: RIAs to Focus on Organic Growth
In 2025, expect to see an emphasis on organic growth, talent and capturing AI efficiencies at RIA firms, said Schwab’s Lisa ...
WealthManagement.com
4 天
Rupert Murdoch’s Unsuccessful Attempt to Amend Family Trust
A Nevada probate commissioner has rejected Rupert Murdoch’s attempt to amend the terms of his irrevocable family trust.
WealthManagement.com
5 天
Orion Lands Deal to Acquire Summit Wealth
As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.
WealthManagement.com
4 天
FINRA Fines Edward Jones, Osaic, Cambridge $8.2M to Settle Mutual Fund Fee Charges
According to FINRA, the firms failed to supervise whether clients could benefit from fee waivers or rebates on certain mutual ...
WealthManagement.com
5 天
The Word on WealthTech for December 2024
F2 Strategy's co-founder provides his take on the most important wealth management technology news of the last month.
WealthManagement.com
4 天
Focus Combines Two Partner Firms In Latest Consolidation
Adding the Dallas-based Brownlie & Braden Advisors to the Kansas City-headquartered Prairie Capital Management Group will ...
WealthManagement.com
4 天
Cetera Names Todd Mackay President of Cetera Wealth Management
The firm has also hired Christian Mitchell, chief digital and information officer at Northwestern Mutual, to take over Mackay ...
WealthManagement.com
5 天
Lessons from European Crypto ETPs for the U.S. ETF Market
With the advantage of hindsight, the U.S. can leverage Europe's decade-long experience with crypto ETPs to avoid pitfalls and ...
WealthManagement.com
4 天
Basis Points: Taxation Without Added Value
While this isn’t 1765 with its Stamp Act, it sure feels like basis points are a tax levied on financial advisors without a ...
WealthManagement.com
6 天
Long Island Firms Totaling $495M Join Commonwealth from Osaic
The two firms share office space and opted to move jointly. This is the latest of several teams to move from Osaic to ...
WealthManagement.com
4 天
The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison Dooher
A deep dive into the future of wealthtech with Schwab’s Alison Dooher, recorded live at the Schwab IMPACT conference.
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