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Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.
February 25
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Co-founder Shannon Eusey will step into the role of board chair as Matthew Cooper becomes the firm's second CEO.
February 25
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President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.
February 25
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After a long price correction in the art market, Bank of America is expanding its advisory services for collectors — and it's not alone.
February 25
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Sarah Rosen is the managing director of private client services at BlackCloak, where she focuses on protecting the personal digital lives of high net worth families and provides tailored cybersecurity solutions to safeguard their digital presence from threats like cybercrime, identity theft and privacy breaches.
February 25
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A few weeks ago, analysts at UBS laid out a worst-case scenario for defaults in the private credit sector. Their outlook just became more grim.
February 25
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April's tax platform for wealth managers can be used as either a standalone product or embedded into existing workflows.
February 25
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The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.
February 25
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Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.
February 24
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New research shows visuals and gamified tools can dramatically boost client understanding and engagement around complex retirement rules.
February 24
