Portfolio

The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can shave hours off the production of plans, stock analyses, even web pages. But at least one advisor remains skeptical.

Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.

A penny-ante approach to allocating digital assets may not be as risk-averse as it sounds.

Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.

Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients.

Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.

The choice of buyer and the price get the most attention, but a possible merger of equals and the technology side of the transition could loom large in the strategy.

The Swiss wealth management giant says many of its U.S. clients now "largely rely on other banks for their everyday banking needs."

Even with all the advancements in artificial intelligence in the past few years, Financial Planning's new research shows human connection remains at the center of advisors' work.

Wells Fargo also pulls from Merrill and Raymond James again from Commonwealth, while AlphaCore buys up a big RIA and the FPA gets a new CEO.