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As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.
May 16
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An inside look at which firms are attracting assets and advisors.
May 15
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The technology platform powerhouse is betting on integration, but competitors eye disruption.
May 14
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Most say they’d still consider investing even if they discovered issues with sexual harassment.
May 9
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Many of the employees who were dismissed worked in the firm’s brokerage unit, according to the allegations.
May 8
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The move by Alexa von Tobel’s startup to drop planning services reveals a deal marked by challenges from the very beginning, experts say.
May 8
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The largest insurance company-owned IBD and Alexa von Tobel's startup announced a new setup for the firms roughly three years after the acquisition.
May 6
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Some big banks and money managers are shifting resources by hundreds or thousands of miles to cheaper cities.
May 2
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The firm is prioritizing its most productive advisors after shedding some 30% from its headcount.
May 1
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The No. 1 IBD announced the new NTF offerings and additional flattened prices for its corporate RIA.
April 26
