JPMorgan Builds AI Agents That Beat 60/40 Model in Backtests
By Lu WangThe results come with an important caveat: They are based on historical simulations rather than live investing.
July 09, 2026
FIDx Preparing for 'Insurance Overlay' BoomRich Romano says bolt-on annuitization spigots will give insurers access to huge new pools of assets.
July 09, 2026
AI-Created Portfolios Do Worse When Investors Tweak Them: ResearchGreater human input was linked to higher risk without associated returns, an academic team finds.
July 09, 2026
Envestnet, Vanguard Team Up to Help Advisors Boost Tax EfficiencyVanguard's Advisor's Alpha framework is now available on Envestnet's wealth platform.
July 09, 2026
Former Northern Trust VP at Center of $35M Elder Fraud Suit Pleads Not GuiltyChristopher Walters, accused by Elizabeth Madden (pictured) of raiding a $20 million legacy trust, now faces criminal charges.
July 09, 2026
Wall Street Finds a New Way to Help Investors Avoid Elon MuskBut funds built around highly specific investment views can often struggle to develop lasting audiences, warns ETF.com's Dave Nadig.
July 09, 2026
Mariner Partners With Caregiver Support PlatformCariloop gives "our advisors another way to deliver real value to the families they serve," said CEO Marty Bicknell.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.