Savvy Wealth Unveils Generative AI Platform for Advisors
By Jeff BermanThe new platform includes a CRM system, client portal and compliance/back-office support.
July 20, 2023
The Bar for Advisors Has Been Raised: MyVest CEOClient expectations are increasingly being elevated by their digital experiences elsewhere, says Anton Honikman.
July 20, 2023
Portfolio Manager Barry Gilbert Leaves LPL for Carson GroupAfter 10 years at the firm, the asset allocation strategist follows three other LPL veterans.
July 20, 2023
Merger Rules Get Tougher in Crackdown by Antitrust EnforcersThe changes come on the heels of several bruising defeats for the government in blocking vertical mergers.
July 20, 2023
12 Best Cities for First-Time HomebuyersIt's not just about affordability; these cities boast attractive real estate markets and rank high for quality of life.
July 20, 2023
DOL Rule on Abandoned Retirement Plans Arrives at OMBThe rule will likely make it easier to wind down pension plans when the plan fiduciary dies or can't be found.
July 20, 2023
Ponzi Schemer Who Got Trump Clemency Charged in New Fraud CaseEliyahu "Eli" Weinstein and four others were charged with defrauding more than 150 investors of $35 million.
July 20, 2023
IRS Faces Uproar Over Draft Regulations for Client-Owned InsurersThe IRS thinks many are scams. Critics say its proposed response is unworkable.