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The proposed national trust charter company would be a wholly owned subsidiary of Morgan Stanley. The application was filed on Feb. 18.

A new report from Cerulli Associates shows older, affluent investors are far more skeptical of AI use than their younger counterparts. Financial advisors who use AI tools in their practices say transparency is key to setting wary clients at ease.

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RBC Wealth Management-U.S. sees a 12% surge in assets under administration — thanks largely to skyrocketing market gains.

No one is challenging clients as the best source of recommendations for financial advisors. But growth experts say many are missing out on the potential for highly profitable collaborations with outside professionals.

Denelle Dixon is CEO and executive director of the Stellar Development Foundation, a nonprofit organization supporting the development of open-source blockchain infrastructure. Previously, she served as chief operating officer of Mozilla.

The recruiting deal comes after NewEdge Advisors drew a 24-person team previously managing $1.4 billion for Ameriprise earlier this year.

Wealthy clients and the firms that serve them should cultivate a "zero-trust" mindset to repel hackers and their increasingly sophisticated digital scams.

Lauren Tropeano is the chief people officer at Docebo. She brings over 20 years of Human Resources expertise to Docebo, having led diverse, multinational teams for several global, high growth tech organizations, including Skillshare, DraftKings, Cogito, Pivotal Software, and Dell/EMC.

The revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.