Kwanti Rolls Out Cash Flow Scenarios Tool
By Janet LevauxAdvisors can use it to show clients how specific withdrawal strategies would actually work using real market data.
March 09, 2026
What to Watch, What to Avoid in This Hot Advisor Deal Market: RecruiterFrank LaRosa discusses the mistakes advisors should avoid and which big firm might be next on the block.
March 09, 2026
Wall Street Firms Offer UAE Staff Option to Relocate TemporarilyGoldman Sachs, Morgan Stanley and Citigroup are among those that have given employees this option due to attacks.
March 09, 2026
Ex-Morgan Stanley Rep Impeded Investigation: FINRAThe regulator was probing James Fredrick Tighe's firing over unauthorized transfers from a client account.
March 09, 2026
Morningstar Launches AI Assistant for Advisor PlatformThe technology, according to the firm, is designed to streamline research, meeting prep and client-ready proposals.
March 09, 2026
AI Is Reshaping Advisor Exams: SEC RoundupRegLabs AI founder Stan Yakov explores how AI is changing exams and enforcement — and what advisors need to know.
March 09, 2026
Dynasty, Wealth.com Partner on AI-Powered Estate Planning ToolDynasty advisor partners will be able to deliver "deeper, scenario-based guidance at scale," CEO Shirl Penney says.
March 09, 2026
UBS Bonus Pool Rises 10%, Ermotti Pay Unchanged at $19MThe firm brought the current CEO back in 2023 to oversee the government-brokered rescue of Credit Suisse.