In the news
Cited stories from the publications wealth advisors actually use. We summarize and link out; the source gets the click.
Curated from: MarketWatch · InvestmentNews · WealthManagement.com · Wealth Solutions Report · Financial Samurai · Business Insider · Fortune · Markets Insider · Kitces · RIABiz
A $420 camera for $10: Young Chinese consumers prefer renting over buying.
Retirees can benefit from a guaranteed 5% safe withdrawal rate with TIPS investments.
Dynasty Financial Partners invests in Tom Brady's NoBull brand, marking a significant move into the private markets for the company.
A $420 camera for $10: Young Chinese consumers prefer renting over buying.
The national debt has reached $40 trillion, with potential consequences for students, families, and Social Security recipients.
A Seahawks player got his real-estate license before becoming a Super Bowl champion.
The RIA platform Brookwood has hired a leadership team after growing from $515 million to over $1.5 billion in AUM.
Dynasty Financial Partners invests in Tom Brady's NoBull brand, marking a significant move into the private markets for the company.
The RIA platform Brookwood has hired a leadership team after growing from $515 million to over $1.5 billion in AUM.
The RIA platform Brookwood has hired a leadership team after growing from $515 million to over $1.5 billion in AUM.
The RIA platform Brookwood has hired a leadership team after growing from $515 million to over $1.5 billion in AUM.
AE Wealth Management's Shannon Larson stresses the importance of multi-year business planning for advisors.
The RIA platform Brookwood has hired a leadership team after growing from $515 million to over $1.5 billion in AUM.
The RIA platform Brookwood has hired a leadership team after growing from $515 million to over $1.5 billion in AUM.
The RIA platform Brookwood has hired a leadership team after growing from $515 million to over $1.5 billion in AUM.
FP Transitions launches a valuation benchmarking tool for advisors, reflecting the firm's push to provide real-time data on firm value.
The RIA platform Brookwood has hired a leadership team after growing from $515 million to over $1.5 billion in AUM.
Help Clients Plan Who Inherits Their Vacation Home
Pontera introduces non-discretionary advice tools, expanding its platform to offer more comprehensive retirement guidance.
The Healthy Advisor: Living Authentically After Transitioning with Max Kulyk
CFP Board sees record July turnout for candidates, with increased focus on continuing education and competency rules.
RIA M&A trends are discussed along with tech stack optimization and alternative investment growth demands.
The article discusses the financial burden of being a family's primary provider and highlights the cost of maintaining a luxury vehicle.
Allianz Life research reveals a retirement confidence gap between childless Americans and parents, affecting their savings.
Pop singer Zara Larsson addresses criticism of her tour ticket prices, expressing a desire to be more involved in pricing decisions for future concerts.
The IRS is scrutinizing UnitedHealth's tax practices, potentially raising their taxable income for four consecutive years.
The Robert and Janice McNair Foundation donated $25 million to the University of South Carolina.
The bond vigilantes have come out of hibernation, potentially raising interest rates and affecting the bond market.
Rich Sutton, a pioneer in AI technology, warns that relying on synthetic data for training AI models is a significant mistake and urges tech giants to focus on real-world experiences instead.
Hims & Hers CEO Andrew Dudum suggests that companies with large datasets can save up to 80% on AI costs by using open-weight models, a trend he believes will be crucial for HNW clients.
MAI Capital expands its platform with two new firms, adding over $1 billion in assets under management.
Edwards Jones introduces a hybrid investment advisory platform targeting next-generation investors.
Edward Jones takes a minority stake in Quicken to expand its technology capabilities for advisor-led financial planning.
Building AI you can trust in wealth management: firms that offer governance, transparency, and supervision are set to pull ahead.
Bitget, a cryptocurrency exchange platform, has launched fixed coupon notes for US stock rTokens, offering advisors and investors new opportunities in the crypto market.
Employees who feel unfairly paid are five times more likely to say their trust in their employer has declined, according to Salary.com's research.
Cornerstone AI will present its research at the ISPE Annual Meeting, highlighting its AI-assisted laboratory data cleaning that achieves 99.9% accuracy and surfaces 20% more records than manual workflows.
Questflow, the AI finance agent, has unveiled its brand evolution and is advancing financial intelligence for all, including HNW clients.
Oncolytics Biotech aligns with FDA on a potential accelerated approval pathway for its colorectal cancer treatment, offering advisors insights into the regulatory landscape.
ERGO NEXT's survey of entrepreneurs reveals they are confident in growth despite increased risk, offering insights for advisors working with high-net-worth clients.
Digital Alpha, a strategic investor in Blacknut, the leading cloud video game streaming platform, is accelerating global growth of cloud gaming.
David Brooks, founder of Retire SMART, discusses how his RIA has grown $800 million in assets under management through educational marketing.
Veteran advisory teams are leaving Wells Fargo to join Ameriprise and Janney, highlighting the ongoing competition for experienced talent in the industry.
Ameriprise and Janney have acquired experienced advisory teams with $580M in assets, further consolidating their positions as major players in the industry.
California’s billionaires are spending $40 million to defeat a proposed wealth tax that could affect them.
California’s billionaires are spending $40 million to defeat a proposed wealth tax that could affect them.
Spotify cofounder Daniel Ek's Neko Health introduces a $500 body scanner that assesses health risks and provides actionable advice, targeting HNW clients with personalized healthcare solutions.
California’s billionaires are spending $40 million to defeat a proposed wealth tax that could affect them.
Vanguard CEO Salim Ramji allows RIAs to remodel their model portfolios, including partnering with three RIA firms for a cut of the action.
Alex Taylor, who left her leadership role in media to start a women's health supplement brand, shares how she used her experience to launch Perelel.
Ukraine has calculated the cost of its drone strikes against Russia, revealing that targeting a soldier is significantly more expensive than hitting infrastructure.
Andreessen Horowitz and Menlo Ventures could see nearly $2 billion in returns from their investments in OpenRouter, a leading AI model marketplace acquired by Stripe for over $8 billion.
EliseAI, an AI proptech startup, is in talks to raise a new round of funding at a $3.7 billion valuation, indicating the growing interest in using AI for property management.
Fidji Simo, who has experience with AI in the tech industry, believes that AI can potentially cure all diseases but emphasizes the need for more data to achieve this.
A travel writer recommends four lesser-known day trips within an hour or two of Tokyo, Osaka, and Kyoto that offer a more relaxed and authentic Japan experience.
An etiquette expert advises on what to avoid ordering at work events, offering practical tips for advisors and financial professionals.
Jason Stephens discusses his decision to leave UBS and join Evertern Wealth, a move that highlights the growing trend of advisors seeking independence.
Drive Planning CEO Todd Burkhalter faces 20 years in prison for a $380M Ponzi scheme targeting investors.
Celebrity Estates: The Murdoch Family Trust and Irrevocable Planning with Mark Parthemer
Ten Estate Planning Topics Financial Advisors Should Discuss With Clients
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