Addepar Launches Data Exchange to Unify Wealth Information
Addepar, the wealth management, analytics and alternatives aggregation platform provider, has launched Addepar Data Exchange. This new managed…
Rossby Financial Launches Advisor Profitability Tool
Rossby Financial, a Melbourne, Fla.-based registered investment advisor platform launched in March 2023, has introduced an Advisor Profitability…
Is AI replacing your financial advisor?
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I asked ChatGPT to calculate corpus needed to retire in Kodaikanal by 55 years of age… the answer shocked me
Retire to a vacation spot: I asked ChatGPT to calculate the required corpus to move and live in…
$836M Ameriprise Team Launches Midwest RIA
A team of advisors affiliated with Ameriprise Financial in St. Louis has launched their own registered investment advisor,…
I don’t have a company pension. How can I create a ‘paycheque-style portfolio’ when I retire?
Q: I’m a 65-year-old independent contractor with no company pension and plan to retire in two years. I…
Golden Equator Group: Scaling the Family Office Model Through Structure, Access and Next-Generation Engagement
As the independent wealth and family office landscape in Asia continues to mature, firms are increasingly defined by…
UBS CEO Ermotti Open to US Acquisition for Growth Push
(Bloomberg) — UBS Group AG Chief Executive Officer Sergio Ermotti said he doesn’t exclude buying another firm as…
Judge Blocks Review of Advisors’ Devices in LPL/Ameriprise Case
A judge overseeing the ongoing LPL Financial/Ameriprise legal battle ruled that the advisors at the center of the dispute, who…
Many Americans think 63 is the perfect age to retire, but they’re dead wrong. Here’s the big number to pin it on instead
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Centaline Family Office: Impact, Resilience and the Continuity of Greatness
As Hong Kong’s family office sector transitions from emerging concept to competitive marketplace, newer entrants face a sharpening…
Rockstead Capital: Holistic Advice, Bespoke Structuring and the Expanding Role of the Independent Manager
As the independent wealth management ecosystem in Singapore continues to evolve, firms are increasingly being judged not only…