Mercer Debuts New Version of AI-Powered Ecosystem
By Rob BurgessAspen 2.0 is now deployed across the RIA's more than 1,100 wealth professionals.
July 29, 2026
Economists Question Workers' Ability to Make Income Option ChoicesRetirees with cancer were too likely to stick with the default choice, a team concludes, costing them more than $20,000.
July 29, 2026
What Investors' Evolving Online Behavior Means for Advisor GrowthWith the greater use of AI, search, social media, referrals and websites to evaluate advisors, firms need a more coordinated approach to their technology and marketing efforts, Snappy Kraken says.
July 29, 2026
Vanguard Reportedly Sent Erroneous RMD Emails to ClientsThe giant asset manager has been addressing its tech issues, an analyst says, but the work isn't done.
July 29, 2026
Fed Holds Rates Steady, Three Officials Favor a HikeThe Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%.
July 29, 2026
Carson Group Scoops Up $1.8B Wells Fargo FiNet TeamThe firm is acquiring New Hampshire-based Doyle and Loughman Wealth Management, its largest wealth-focused transaction to date.
July 29, 2026
RBC to Pay $275K Over Anti-Money Laundering FailuresOver seven years, a FINRA order states, the firm did not have an AML compliance program "reasonably designed to detect and cause the reporting of suspicious transactions."
July 29, 2026
Wealth.com Partners With FMG SuiteTim White, the estate and tax planning platform's chief growth officer, describes the collaboration as "incredibly complementary."