AI-Created Portfolios Do Worse When Investors Tweak Them: Research
By Dinah Wisenberg BrinGreater human input was linked to higher risk without associated returns, an academic team finds.
July 09, 2026
Envestnet, Vanguard Team Up to Help Advisors Boost Tax EfficiencyVanguard's Advisor's Alpha framework is now available on Envestnet's wealth platform.
July 09, 2026
Former Northern Trust VP at Center of $35M Elder Fraud Suit Pleads Not GuiltyChristopher Walters, accused by Elizabeth Madden (pictured) of raiding a $20 million legacy trust, now faces criminal charges.
July 09, 2026
Best & Worst Firms for Advisor Satisfaction: JD Power, 2026Advisors with effective AI tools at work report higher satisfaction and more loyalty to their current firm.
July 09, 2026
Wall Street Finds a New Way to Help Investors Avoid Elon MuskBut funds built around highly specific investment views can often struggle to develop lasting audiences, warns ETF.com's Dave Nadig.
July 09, 2026
World's 10 Most Livable Cities: 2026The Economist Intelligence Unit graded 173 cities on stability, healthcare, culture, environment, education and infrastructure.
July 09, 2026
Mariner Partners With Caregiver Support PlatformCariloop gives "our advisors another way to deliver real value to the families they serve," said CEO Marty Bicknell.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.