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Despite predictions of mass white-collar job losses from AI, two major firms have chosen the "human plus AI" approach.

Bernard Horn is president and portfolio manager of Polaris Capital Management, a leading Boston-based global and international value equity firm. He founded Polaris in 1995 to expand his existing client base dating to the early 1980s. His pure global value philosophy combines investment technology with traditional fundamental research.

The North Carolina-based regional has recruited Michael Lyons to serve as CEO, starting Sept. 1. Lyons will replace Bill Rogers, who plans to retire in April 2027.

Nearly one-quarter of long-term couples admit to hiding a money secret from their partner, according to a recent study. But when it comes to advisors helping these clients, it's not actually about the numbers, one behavioral expert said.

For some RIAs — particularly those that focus on financial planning — adopting a flat-fee structure can make more sense than a traditional AUM-based model.

In a milestone shift, Vanguard overtakes BlackRock, with nearly $4.4 trillion in exchange-traded fund assets.

Martin Moll is a board member and investor in Breakaway Advising, a company that aims to bring joy to accounting for both advisors and their clients through super bookkeeping and advising services.