Vanguard's New AI Tool Helps Advisors Write Custom Market Notes for Clients
By John ManganaroThe tool creates summaries of the firm's insights that can be tailored to clients' financial acumen and life stage.
May 02, 2025
Trump's 2026 Budget Leaves Social Security Funding FlatA Social Security advocate called the allocation a de facto cut to the agency.
May 02, 2025
Annuity Issuers' Ordinary Bonds Are Hard to Trade, Apollo's CEO WarnsThe private credit market is not the only fixed income market that looks thick to Marc Rowan.
May 02, 2025
Scared of Serving 401(k) Plan Clients? You May Be Missing OutWinning and serving retirement plan clients is not much different from working with retail wealth clients, panelists said.
May 02, 2025
Peter Mallouk: Market Priced For Return to 'Goldilocks World'"You should not be hoarding cash," the Creative Planning CEO says.
May 02, 2025
Morgan Stanley to Offer Spot Crypto Trading to E-Trade CustomersSchwab plans a similar offering within the next 12 months.
May 02, 2025
Flourish Annuity Platform Marks Major ExpansionThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.
May 02, 2025
DOL Agents Told Not to Enforce Biden-Era Indie Contractor RuleThe Financial Services Institute cheered the move.