WealthStack Roundup: Northwestern Mutual Adopts Jump’s AI Suite
Almost 22,000 employees of Northwestern Mutual will soon have access to artificial intelligence-provider Jump’s enterprise suite, which includes…
People moves: AllianceBernstein names Onur Erzan as next CEO
Onur Erzan, president and incoming CEO at AllianceBernstein. Broadridge, Wedbush and Alaris Acquisitions have also filled senior wealth…
Deals & Moves: LPL Adds Two Utah Advisory Teams With $1B
A new report out this week indicated that third-quarter M&A deals in the wealth management space slipped 19%,…
AI-powered tools reshape wealth management tech stack for advisors
Betterment, F2 Strategy and WealthReach push AI deeper into advisory firm operations with three deals this week. Artificial…
Prudential Wealth Advisors teams up with InvestmentNews for Women Advisor Summit and Women to Watch Awards
“This was really a chance for us to take some action and just help the industry as a…
One in five Kiwis expect $1 million or more in savings to retire – Westpac survey
“The most important thing people can do today is to make a plan,” he said. “Most of us…
Finding success as a female portfolio manager: Think logically, independently and communicate
Asia is at top of table in female fund manager representation over last few years: Citywire [SINGAPORE] Low…
Pension funds commit N241bn to infrastructure deployment
Pension funds have committed N241bn to infrastructure development under a new initiative by the National Pension Commission and…
New bill would lower Social Security retirement age for some workers
Among the various proposals for bolstering Security is raising the retirement age at which Americans can claim full…
Raymond James Adds $1.75 Billion in Teams This Week
Raymond James added two teams this week, including a $1.25 billion Iowa-based group that joined its employee advisor…
How much you may need to retire, and why many are falling short
Most New Zealanders are not on track to have saved anything like enough money to achieve the things…
Lawmakers Demand Probe Into Fraudulent 401(k) Comments
Democratic lawmakers are urging the Justice Department and the FBI to investigate potential fraud in public comments in…