In a story in the 10/31/05 edition, a paraphrase from Jonathan Bennett, senior vice president, personal lines at The Hartford Financial Services Group, may not have accurately captured the spirit of the relationship between his firm and the AARP. He said: "We share a set of values as organizations. We are focused on their customers, to deliver services that make a difference in their lives." MME regrets any confusion this may have caused.
Managed accounts are associated with higher employee contributions in defined-contribution retirement plans, the research firm found. Advisors working on employer plans might want to take note.
The conference's third year follows advisor and firm journeys as the wealth management industry more fully moves from AI experimentation to everyday use and advanced applications.
RIAs who work with Charles Schwab have long worried Schwab competes with them for business. Could Vanguard's pending purchase of Altruist put Altruist RIAs in the same position?
Some midsize firms joined three giants of the industry in surpassing their peers among independent brokerages, in terms of the percentage increase in their average payouts per financial advisor last year.
The AI firm Jump used notetaker data to analyze thousands of discussions between advisors and clients. The results show advisors aren't as good at keeping their mouths shut as many think.
After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.
