Funds managed by Stone Point Capital are buying back the majority interest in the independent wealth management firm with 1,700 financial advisors.
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Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.
40m ago -
Jane Fraser and other Citi execs point to the wealth unit's 9% bump in revenue and 24% increase in investment assets as signs that the firm's recent overhaul is working.
1h ago -
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Osaic launches professional development initiative after a six-month pilot period.
1h ago -
A margin of 46% for the unit housing the giant clearing and custody firm may console executives who say the First Republic deconversion "is now largely behind us."
3h ago
Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40.
The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.
Financial Planning announces its 2024 class of the top 40 most productive employee brokers under age 40 at regional firms.
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Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.
40m ago -
Third-quarter results from Wells Fargo surpassed most analysts' expectations, thanks to surging investment-banking fees.
October 14 -
The week also saw BlackRock, JPMorgan Asset Management and Charles Schwab take minority stakes in the advisory-support firm Dynasty.
October 11 -
The top award winners cap off Financial Planning's inaugural Innovation Award series.
October 10 -
The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.
October 10