Humanity Labs Names Former Osaic Exec Head of Wealth
By Melanie WaddellDimple Shah will help the AI workforce company forge partnerships with wealth management firms.
June 24, 2026
State Street Ends Invesco's 27-Year Monopoly on Nasdaq 100 ETFsThe new ETF charges 10 basis points a year, below QQQ's 18-basis-point fee.
June 24, 2026
From Chatbots to Workflows: Where AI Creates Advisor CapacityThe technology will reach its wealth management potential only when it moves beyond tools.
June 24, 2026
Wealth Survey Shows AI Losing Out to Humans in Key AreasThe HSBC poll shows that 62% of wealthy people still turn to human professionals as the main source of investment ideas.
June 24, 2026
Commonwealth Hit With Class-Action Suit Over Cash SweepsThe complaint claims breach of fiduciary duty, breach of contract, violations of consumer protection statutes and unjust enrichment.
June 24, 2026
Advisors Are Bullish on Model Portfolios: MorningstarAt the end of March, the researcher notes, such vehicles reached $943 billion, up 46% over last year.
June 24, 2026
8 Ways to Lift Your Older Client's SpiritsWealthy people get lonely too. You can help, without being meddlesome.
June 24, 2026
Edward Jones Partners With Fraud Alert PlatformCarefull helps monitor client accounts for warning signs such as suspicious transactions.