Veteran Advisors Leave Big Bank for Boutique Platform
Two veteran JPMorgan advisors, managing a combined $650 million in client assets don’t typically “jump ship” at this stage of their careers, but Todd...
FSI to Regulators: Rely On Existing Rules When It Comes to AI
The Financial Services Institute has released a new white paper on artificial intelligence that urges regulators to lean on existing conduct standards rather than...
CogniCor AI-Powered Solution now on Salesforce AppExchange
CogniCor, a wealth management AI solutions firm based in Palo Alto, California, recently announced that its WealthMate capabilities and Advisor Copilot platform are now...
The Wealth Consulting Group Adds Jason Ehrlich as Chief Financial Officer and Head of...
Jason Ehrlich has been brought on board The Wealth Consulting Group to serve as Chief Financial Officer and Head of Corporate Development. In this...
Prudential Advisors’ New iOS App Brings Wall Street Tools to Advisors’ Pockets
In an industry where minutes equal money, Prudential Advisors is pushing financial planning into the mobile era. With the launch of its new Prudential...
Capital Preferences Leverages Its Revealed Preferences Methodology to Quantify $6.9 trillion Shortfall in Private...
Global wealthtech and decision-science firm Capital Preferences has released a white paper identifying a $6.9 trillion shortfall in private-market allocations among U.S. accredited investors.
The...
Prudential Advisors Just Added $3 Billion in Assets While Betting Big on Advisor Technology
Prudential Financial, the Newark, New Jersey institution also known as “The Rock,” is ramping up next-gen wealthtech while recruiting advisors at a pace more...
Genesis Wealth Hits $2.5 Billion by Reimagining the Advisor Platform
Genesis Wealth, a Chicago-based wealth management firm operating under LPL Financial, said it had reached $2.5 billion in assets under management (AUM) a week...
71 West Capital Partners Launches As Independent Ria Leaving UBS
The democratization of technology and the proliferation of innovative plug-and-play third-party tools continue to drive entrepreneurial advisors away from the wirehouse model toward independence.
The...
Docupace’s PreciseFP Gets an AI Upgrade
Financial advisors spend too many hours wrangling forms, client data and compliance paperwork, and not actually advising. At least, that’s what PreciseFP, the client...