Carson Group Rolls Out New AI Tool for Advisors
By Melanie WaddellClient Intelligence gives advisors instant visibility into what is happening within a client household, the firm says.
March 30, 2026
SEC Semiannual Reporting Plan Advances to White House for ReviewSEC Chairman Paul Atkins has recently floated scaling the frequency of corporate disclosures to a firm's size.
March 30, 2026
Creative Planning to Acquire $5B London RIAThe international acquisition follows a deal for a firm based in Switzerland earlier this year.
March 30, 2026
Josh Brown: Tech Selloff Has Been 'Overdone'The Ritholtz Wealth Management CEO says he bought technology ETF shares on Friday.
March 30, 2026
DOL Releases Plan for Alts in 401(k)sLabor has outlined steps 401(k) plan managers can take when considering alternative assets in investment lineups.
March 30, 2026
Morgan Stanley's Wilson Sees S&P Profit Boom Despite Iran WarBut if oil trades at $110 a barrel through year-end, S&P 500 earnings estimates could shed up to 5 percentage points.
March 30, 2026
Wells Fargo Customers Report Tech GlitchOne Downdetector user said the bank's app worked but wasn't showing a direct deposit.
March 28, 2026
BofA to Pay $72.5M to Settle Epstein Victim LawsuitAccording to the suit, Apollo Global co-founder Leon Black used the bank's accounts to transfer $170 million to Epstein.