Jeannette Kuda has been appointed COO of TIFIN's AI platform, TIFIN AG. Most recently, Kuda served as senior vice president and COO of Wealth Management Solutions for LPL. Prior to that, she worked for TIAA, leading the Trust Company and Private Asset Management divisions for nearly a decade. TIFIN AG was recently detached from TIFIN….

Is estate planning the next frontier of wealth management? Estate planning solutions are steadily becoming more popular with advisors, especially those looking to differentiate their services. As clients become increasingly aware of the complexities of wealth transfer, asset protection and succession planning, they expect comprehensive guidance from their advisors. Using estate planning tools, advisors can…

The so-called Magnificent 7 stocks – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla – have accounted for a disproportionate share of the market's gains in recent years, and this has caught the attention of social media users. All seven stocks are among the top 20 most-liked companies mentioned on Instagram and TikTok, according to…

In this highly illuminating and engaging conversation, Democracy Investment CEO Julie Cane and CIO Christopher Browne share their fascinating stories of how the International Democracy Fund came to be. Julie discusses the firm's mission and how the fund can help grow global democracy. Chris also discusses the international investment landscape and why he believes international…

We are unique in that I come to this from a 23-year background in technology. I have only been a full-time counselor for less than three years. This allows me to work more closely with technology professionals who are skeptical of financial vendors. This is how we are building the business. We're bringing in people…

Sponsored by Get the main We believe that innovation trends create opportunities for companies outside of the Magnificent Seven mega caps that have dominated stock indices recently. Promising secular trends in AI, cloud software, life sciences and digital payments give companies new ways to serve and grow their markets for the long term. …

Several RIAs took large positions in Bitcoin ETFs in the country during the first quarter and in the months after The SEC approved the vehicles in Januaryaccording to the latest quarterly 13-F filings. Legacy Wealth Management, a Woodbury, Minn.-based RIA. with 398 clients and $394 million in AUM, disclosed the purchase of 352,594 shares in…

One last one Wall Street Journal HistoRy about Josephine (Jo) Franklin, a once-famous TV reporter from a wealthy family who apparently had it all only to end up homeless living in a parking lot, is an unfortunate example of the number of mental illnesses, especially when it comes to financial and estate planning. Obsessed with…

Cetera Financial Group, a network of RIAs and independent broker/dealers overseeing approximately $665 billion in cumulative client assets, has drawn a new head of corporate development from Avantax, the $84 billion wealth management firm , focused on taxes. bought it last year. Michael Molnar spent four years leading succession planning for Avantax's independent broker/dealer platform…

Rumors of an imminent sale of AssetMark, was first raised in Decemberturned out to be true. AssetMark Financial Holdings Inc. announced Thursday that it agreed to be acquired by private equity firm GTCR. Connected: AssetMark's Chinese owner explores strategic options including stake sale Shareholders of the asset management platform and technology provider will receive $35.25…