Wilshire Associates of Santa Monica has introduced a new software feature that allows plan sponsors to evaluate the relationship between the size of assets under management and the return for a given investment manager. Called "Asset Growth vs. Value-Added," it has been incorporated into the Wilshire Compass, software that helps investment executives determine asset allocation strategies, optimal manager allocations, and ideal managers for specific asset classes.
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.
