The Tamarack growth fund will be merged into the Hennessy Cornerstone Large Growth Fund and the value fund will be merged into the Hennessy Select Large Value Fund. Hennessy will manage the first fund but has hired Voyageur to sub-advise the second fund.
Research from Cerulli Associates suggests that many RIAs have a long way to go with AI adoption while already finding possible ramifications for back-office staff.
Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
As advisors rush to build their own AI tools, experts warn that guardrails need to cover data going in, not just data going out.
A deal between XY Planning Network and Wealthtender illustrates how quickly the search landscape is changing and the new ways advisors must adapt to find prospects in an AI era.
A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organizers are planning a standalone event next spring.
Today is National 401(k) Day, and a perfect moment to revisit retirement plans. Advisors can use these five strategies — from IRA rollovers to next-gen outreach — to help clients optimize their savings.
