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Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.
November 13 -
Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.
November 13 -
Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.
November 10 -
The founder of Stevens Capital Partners has a career path from TD Ameritrade to his own RIA with key practice management and growth lessons for advisors.
November 10 -
The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.
November 9 -
From practice management tips to key planning questions facing ex-servicemembers, a half dozen experts helped FP compile its Veterans Day list.
November 9 -
Officials are looking into the banking giant's anti-money laundering measures with clients outside the U.S.
November 9 -
After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.
November 9 -
Collective investment trusts, also known as collective investment funds, carry advantages that come with certain caveats and restrictions, according to experts.
November 8 -
Leveraging OpenAI technology to communicate quickly and effectively with clients and utilizing an AI-powered assistant to enhance estate planning are two ways wealth managers are incorporating AI into their daily lives.
November 8