Vanilla Rolls Out Estate Planning Assistant for Advisors
By Janet LevauxV/AI Copilot, powered by artificial intelligence, aims to help advisors work with complex documents.
January 24, 2025
Single Women, Rich Millennials Will Fuel Luxury Real Estate This YearAs millennial buyers enter luxury markets in increasing numbers, this younger generation is behaving differently than its predecessors.
January 23, 2025
Pre-Retirees Have a Health Care Planning ProblemA gap exists between perceptions of health care and long-term care costs and overall financial preparedness, research finds.
January 23, 2025
Ed Yardeni: 'We've Got a Roaring 2020s' Bull Market ScenarioThe researcher backed his 7,000 S&P forecast and said his high earnings outlook may be conservative.
January 23, 2025
Wealth.com Nabs Nitrogen Exec for Key RoleDan Bolton will serve as head of marketing for the estate planning platform.
January 23, 2025
Stocks Get Trump Boost as S&P 500 Tops 6,100Stocks rose after Trump urged OPEC to lower crude prices and said he'll push for rate cuts.
January 23, 2025
U.S. Consumers Face Much More Uncertainty About FinancesA new index shows why retirement savers look fine on paper but feel dizzy in practice.
January 22, 2025
JPMorgan’s Dimon Sees Inflated Stocks as ‘Animal Spirits’ ReturnThe CEO remains cautious about deficit spending, the potential for persistent inflation and geopolitical issues.