Osaic Adds AI-Powered Documentation Platform
By Rob BurgessScribe is meant to streamline workflows, accelerate onboarding and improve operational consistency, the wealth management firm says.
April 27, 2026
Ex-LPL Rep Suspended Over Outside Business ActivityJames Robert Ptacek Jr. did not disclose his role on the board of a streaming company, FINRA states.
April 27, 2026
Vanguard CEO: Individual Investors a 'Great Stabilizing Force'Vanguard is adding AI to its advisor tools and its robo-advice service, Salim Ramji said.
April 27, 2026
Record S&P 500 Hides Damage Revealed in Earnings ReportsAs first-quarter report cards roll in, there's evidence that the war's impact is spreading.
April 24, 2026
Blackstone CEO Sees Healthy Annuity Issuer Demand for Private CreditSteve Schwarzman maintains that long-term private credit returns have been strong.
April 24, 2026
Creditor Protection Trust Fails Under Court ScrutinyA recently decided case underscores the importance of understanding states' limitations around shielding assets.
April 24, 2026
Debate: Should Social Security Benefits Be Capped at $50K Per Person?A proposed change would limit annual payments to $100,000 per couple or $50,000 per single taxpayer.
April 24, 2026
New Derivatives Bill Seeks to Rein in Wealthy Tax DodgersThe bill would require investors using derivatives contracts to annually pay tax on gains or deduct losses.