Microsoft recently released a report on the jobs most likely to be replaced by artificial intelligence, and personal financial advisors landed at No. 30 on the list of 40, with a high AI applicability ...

Osaic, the private equity-backed independent broker/dealer that recently completed a multi-year consolidation of several acquired BDs, is now focused on its next challenge: Building out affiliation ...

A former Osaic employee claimed her supervisors at the firm discriminated against her based on her Russian national origin, according to a complaint filed in New York federal court last week. In the ...

Authorities arrested a Florida man for allegedly swindling over $600,000 from 11 investors, according to New York Attorney General Letitia James. James claimed Marc Henry Menard’s three-year ...

Carson Group, the $45 billion registered investment advisor based in Omaha, Neb., is leaning into its “practitioner-led” advice model with a new division focused on providing holistic services to its ...

Motley Fool Wealth Management, an affiliate of Alexandria, Va.-based Motley Fool, has hired Sabrina Rosh from Ellevest as director of financial planning. In the newly created position, Rosh will ...

Harnessing Data Analytics & AI for Personalized Client Insights Discover how cutting-edge AI and data analytics are transforming advisor-client relationships.

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

By assuming existing loans, investors can mitigate the risk from rising interest rates and ultimately underwrite a greater leveraged return, market participants say.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.

Major asset managers made big moves in the direct indexing space in 2020. Will advisors follow along?