Navigating the GenAI Revolution
By Lena ChukhnoThe technology can accelerate life, health and annuity revenue growth, if you apply your human intelligence to harnessing it.
January 24, 2025
Janney Montgomery Scott Names New CEOTony Miller will also keep his current role as president, a position he has held since 2023.
January 24, 2025
Vanilla Rolls Out Estate Planning Assistant for AdvisorsV/AI Copilot, powered by artificial intelligence, aims to help advisors work with complex documents.
January 24, 2025
Diamond Consultants Moves Into Executive SearchThe firm recently hired executive-search recruiter Jamie Campbell to lead this effort, says Louis Diamond.
January 24, 2025
Focus Partners Wealth to Buy $4.2B RIAThe deal with Seattle-based Merriman Wealth is the business unit's ninth acquisition over the past year.
January 24, 2025
HENRYs: A Promising Young Market for AdvisorsFirms may benefit from targeting young, high-income people who are often neglected by the industry.
January 24, 2025
10 Good Stocks Under $10 a Share: MorningstarThese are higher-quality companies that are also undervalued relative to their intrinsic worth.
January 24, 2025
Single Women, Rich Millennials Will Fuel Luxury Real Estate This YearAs millennial buyers enter luxury markets in increasing numbers, this younger generation is behaving differently than its predecessors.