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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.

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.

Co-founder Shannon Eusey will step into the role of board chair as Matthew Cooper becomes the firm's second CEO.

President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.

After a long price correction in the art market, Bank of America is expanding its advisory services for collectors — and it's not alone.

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.

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.