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%,…
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…
Study reveals estate-planning choices likely to cause conflict
Westend61 | Westend61 | Getty Images A version of this article appeared in CNBC’s Inside Wealth newsletter, a…
Retirement planning effort Oct. 3
Helping retirees feel more confident about their financial futures is the aim of an upcoming seminar Oct. 3.…
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…
401(k) Savings Benchmarks for Millennials: How Your Retirement Fund Stacks Up
Millennials who’ve stayed in the same 401(k) for at least five years have balances well above the generation-wide…
Ontario Teachers’ Pension Plan invests US$50 million in AI
TORONTO — Ontario Teachers’ Pension Plan has invested US$50 million in Harvey, a Canadian firm developing AI tools…
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…
AI-Driven Financial Planning is a Minefield
Advisory firms are pouring money into artificial intelligence. In 2025, just 14% of wealth management firms had an…
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…
Homeownership trumps retirement plans, research suggests
Older people are sacrificing their retirement to own their home outright, research suggests. A survey of 2,000 adults…