Thornburg Management Co. of Santa Fe, N.M., has added hyperlinks to the web sites of all of the companies in its Thornburg Value Fund stock portfolio. The goal is to provide as much information to the investment management community as possible, according to fund manager William Fries. "Investors and financial advisors are best served by having the best information available to them, including information obtained directly from the corporations," he said.
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Firms of all sizes have had to think through the compliance concerns and rank AI tasks in order of difficulty, ADVISE AI panelists said.
November 4 -
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.
November 4 -
Fintech platform Libretto outperformed competitors in the financial planning category in the latest T3 Survey. CEO Jeff Coyle said his strategy of slow growth and high quality was working.
November 4 -
Panelists at the ADVISE AI conference said document processing has never been more efficient with the help of AI tools. But that doesn't mean there aren't challenges along the way.
November 3 -
Scott Posner, who's in charge of advisor and institutional recruitment as LPL's business development head, on why LPL leads in advisor "capture" at a time when fewer teams are switching firms.
November 3 -
Middle-class Americans say paying off debt is their top financial priority. Financial advisors say a fixation on paying down debt can hurt in the long run.
November 3





