Wealth Management Needs AI: Raymond James CEO
By Dinah Wisenberg BrinArtificial intelligence tools will help advisors better serve their clients, Paul Shoukry says.
March 03, 2026
SEC Pushes Back Against New Wave of High-Leverage ETF PlansAt stake is whether a new generation of ETFs comply with regulatory limits governing fund risk relative to assets.
March 03, 2026
Wealth.com Names New Head of Private WealthEstate planning attorney Chris Nason's expertise will help the firm build trust with large financial institutions, its CEO says.
March 03, 2026
Capital Group, KKR Launch First PE Fund for Everyday InvestorsThe firms plan to roll out a fund that combines bets on private companies with U.S. stocks.
March 03, 2026
Fidelity Launches Turnkey Model Portfolios for Private-Markets ExposureThe suites are available to eligible RIAs and broker-dealers through Envestnet.
March 03, 2026
New Bill Waives Spousal Consent Rule for Abuse Survivors in Federal Retirement PlanUnder current law, retiring federal employees need written consent from their spouse or ex-spouse to change distributions.
March 02, 2026
Insured Retirement Institute: Let Taxpayers Use RILAs as QLACsThe proposal could give clients another way to ease RMD problems.
March 02, 2026
Firm Acquired by Mariner Alleges Fraud, Breach of ContractIn a lawsuit, James Hyre says Mariner broke promises of significant compensation and support after buying his Ohio firm.