Carson Launches AI Advisor Assistant ‘Steve’
By John ManganaroThe chatbot helps advisors find information faster and with more confidence, says Chief Strategy Officer Dani Fava.
May 12, 2025
3 Ways to Position Your Practice for Sustained SuccessAligning advisor performance with the firm’s results can raise employee loyalty, commitment and collective responsibility.
May 08, 2025
For Goldman, RIA Service Starts With 'Unlocking Time'Executives say the firm is well positioned to support an increasingly sophisticated (and consolidated) industry.
May 08, 2025
Mercer Roars Past 100th AcquisitionThe milestone is important, said CEO Dave Welling, but he emphasized that organic growth also remains paramount.
May 07, 2025
AdvicePay Buys Compensation Software FirmThe platform says the acquisition of AdvisorBOB is “a strategic step" to further help fee-based planners.
May 06, 2025
Schwab Rehires RIA Exec From LPLJulian Lopez has spent most of his career with Schwab Advisor Services and other parts of the firm.
May 05, 2025
Raymond James to Buy Stakes in Some Advisor PracticesThe program "addresses the challenges they face when monetizing their practice," said Emma Boston, head of strategic operations.
May 02, 2025
Peter Mallouk: Market Priced For Return to 'Goldilocks World'"You should not be hoarding cash," the Creative Planning CEO says.