1+ day, 23+ hour ago   (408+ words) As advisory firms begin setting technology budgets for 2027, three product and operations leaders in wealth management technology say the clearest returns from agentic AI aren't coming from the advice conversation itself — they're coming from the operational work that surrounds it:…...

1+ day, 23+ hour ago   (592+ words) Seven in ten wealthy Americans say their financial advisor has never asked to manage a larger share of their assets despite 95% of advisors saying they actively try to consolidate client assets. SEI Investments Company surveyed 518 financial advisors and 302 high-net-worth investors…...

1+ day, 14+ hour ago   (544+ words) For many people among America's widowed population, being financially confident and financially lonely may actually go hand in hand, according to survey data from Ameriprise Financial. While roughly nine in 10 widowed adults (89%) say they feel confident managing money on their…...

2+ day, 1+ hour ago   (536+ words) Chicago-based Arete Wealth, Inc. has moved to formalize its capital markets ambitions, launching a standalone investment banking division and tapping a two-decade veteran of the sector to run it. The new unit, Arete Capital Partners, will operate as a dedicated…...

1+ day, 15+ hour ago   (431+ words) Atlanta-based wealth manager SignatureFD has built a new advisory arm dedicated entirely to franchise business owners, extending a specialized-practice model the firm has used for nearly three decades to serve distinct client groups. The new offering, called SignatureFRANCHISE, is designed…...

2+ day, 15+ hour ago   (433+ words) More than half of Gen Z investors have seriously considered switching financial advisors in rates that show less advisor loyalty than other generations, according to a new survey from Betterment Advisor Solutions. While 53% of Gen Z investors have considered the…...

2+ day, 17+ hour ago   (458+ words) Hargrove, a Kentucky-based estate planning law firm that works with RIAs and wealth managers, has hired former Carson Group VP of estate planning David Haughton to be its new vice president of engagement. Haughton spent one year at Carson Group,…...

2+ day, 23+ hour ago   (386+ words) Will Turner, co-founder and principal at Indianapolis-based Forta Wealth Partners, said he has made his own mistakes on both sides of a handoff. He believes a successful transfer depends on team culture: strong support staff so clients feel their trust…...

2+ day, 20+ hour ago   (457+ words) Advisors got a preview of this week's inflation picture Thursday as the Producer Price Index rose 0.4% in August, matching forecasts. But the more consequential number — the Consumer Price Index – lands Friday, and could tip the scales on next week's Fed…...

2+ day, 19+ hour ago   (544+ words) OnePoint BFG Wealth Partners and Modern Wealth Management have extended their respective Southeast footprints this week, adding experienced teams from Northwestern Mutual and LPL in one of the hottest wealth markets in the US. OnePoint BFG, the Parsippany, New Jersey-based…...