Election Day is less than a month away, and for some of us, that day can't come soon enough. The campaign has hit a fever pitch with ads flooding the airwaves and candidates being criticized and reported on non-stop. With the 2024 presidential election fast approaching, it's time to take a look at the impact…

The prospect of becoming an independent business owner is attractive to many advisors. The freedom and control that comes with ownership, along with the capital building potential, will seem like a compelling choice over switching to another employee model. However, when it comes to deciding between cashing in on a recruiting deal now or taking…

The private wealth arm of alts firm StepStone is hiring former Private Advisor Group Chief Marketing Officer Berta Aldrich as managing director and global head of marketing. Additionally, David Robbins will serve as director of enterprise RIA relationship management. Both Aldrich and Robbins joined StepStone Private Wealth earlier this month, and CEO Bob Long said…

Sponsored by Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors cover all the necessary points during discussions to help clients optimize their financial planning – wherever they are in their wealth planning journey. This easy-to-follow checklist ensures you're asking all the right questions and gathering the information…

Journey Strategic Wealth, a registered investment adviser partnership with almost $4 billion in assets, has acquired a sole practice in Colorado Springs, Colo., and hired a veteran adviser from Charles Schwab. Financial advisor Jill Isbell has integrated her firm, Creative Financial Services, into Journey. It brings approximately $75 million in assets and establishes Journey's Colorado…

Sponsored by Generative AI is revolutionizing wealth management by automating tasks, personalizing customer service and delivering valuable insights. While it offers tremendous potential, it also presents challenges such as data privacy and the need for human oversight. By effectively integrating AI, wealth managers can streamline operations, improve client relationships and focus on strategic growth, transforming…

Open, honest, and candid discussion of another data breach, the Supreme Court hearing an ERISA case, changes to DC plans, the evolution of target date funds, and more. Source link

(Bloomberg Opinion) — In an era of accelerating progress in artificial intelligence, everyone is debating the implications of AI for laboratory market OR national security. There is much less discussion about what AI can or should mean for philanthropy. Many (not all) internal now say AGI – artificial general intelligence – has a good chance…

(Bloomberg Opinion) — In an era of accelerating progress in artificial intelligence, everyone is debating the implications of AI for laboratory market OR national security. There is much less discussion about what AI can or should mean for philanthropy. Many (not all) internal now say AGI – artificial general intelligence – has a good chance…

Commonwealth Financial Network, the long standing independent broker/dealer which has been transformed into a national RIAannounced this week its latest rollout of tools and services for advisors following its national conference earlier this month. Among these are changes to the Commonwealth's outward investment platform, Select Preferred Wallet Serviceswhich has more than 100 model portfolios and…