Artificial Intelligence
Raymond James Advisors Get Zoom's AI Meeting Summary Tool
By John ManganaroCompany exec Andy Zolper tells ThinkAdvisor that the solution can save advisors many hours of work per week.
May 14, 2025
Hightower Takes Stake in $3.8B Bicoastal Wealth FirmThe investment in Lindbrook Capital marks the RIA consolidator's first partial ownership play of 2025.
May 14, 2025
House Tax Bill Extends Crucial Deductions for Business-Owning ClientsThe bill reinstates 100% bonus depreciation and increases the break on qualified business income.
May 14, 2025
Will the Multi-Year Guaranteed Annuity Spigot Run Dry?Some issuers are still happy to sell them, but some are less enthuastic about offering high guarantees.
May 14, 2025
Retiree Sues Schwab, Hightower Over $422,000 Portfolio LossThe firms misrepresented a risky margin loan as a safe credit line and made unauthorized trades, the suit says.
May 14, 2025
Could Annuity Provisions Still Show Up in the Big Tax Bill?Probably not, but they could.
May 14, 2025
Betterment Acquires Direct Indexing, Tax Optimization ProviderRowboat Advisors' software will help RIAs develop more personalized portfolios.
