The Latest

Merrill wealth co-head Eric Schimpf says the firm does about as good a job as its rivals in drawing in net new assets. But given Merrill's relationship with Bank of America, "We can do better."

A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.

AI note-takers have become increasingly common among advisors. So has the use of wearable AI recording devices among the general population. What happens when the tables are turned?

The share of test takers who pass the CFP Board's exam has risen significantly in recent years, but experts are divided on what's behind the change.

Leigh White, CEPA, is founder and chief technology officer of Myriad Advisor Solutions. She specializes in AI, cybersecurity and technology solutions for financial advisory firms.

Firms of all sizes have had to think through the compliance concerns and rank AI tasks in order of difficulty, ADVISE AI panelists said.

Deal structure, transition plans and dog and pony shows represent only a few of the thorny difficulties involved with branching into an acquisition strategy, experts say.

Woosung Chun is the Chief Financial Officer of DualEntry, the AI-native ERP helping finance teams move from manual reporting to real-time visibility. He has deep experience in corporate finance, accounting, and strategic acquisitions, having previously built and led the M&A and Finance teams at Benitago, where he completed more than a dozen acquisitions in two years. A graduate of NYU Stern, he focuses on applying technology to modernize financial operations and redefine how controllers and CFOs work.