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AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.
October 22
Microsoft -
The appointment comes less than a month after the former company head, Dan Arnold, was fired for failing to maintain a respectful workplace.
October 21
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The revamped digital campaign, "Quite Possibly the Perfect Job," features new versions of static ads that appear on social media.
October 21
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James Gorman will help lead the search for a new Disney CEO to be appointed in 2026.
October 21
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In court response, LPL warns victory for Ameriprise would "chill" advisors' ability to move from one independent broker-dealer to another.
October 18
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Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders Michael Kitces and Alan Moore.
October 16
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Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth rewards.
October 16
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The largest deal ever for the private equity-backed, fee-only RIA will send it to new heights across 23 offices and 750 financial advisors and other employees.
October 16
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Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.
October 16
Davis Malm -
Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.
October 15
