1+ day, 3+ hour ago   (184+ words) Market analysis, investment strategies and portfolio insights to keep you ahead of the curve. Where emerging markets may offer exposure to AI growth through areas such as high-bandwidth memory and technology Why small caps, quality growth, value and innovation can…...

5+ day, 3+ hour ago   (269+ words) Zocks' Matt Halloran discusesses how AI is affecting the wealth management industry. Host Ryan Nauman welcomes Matt Halloran (“Matt GPT”), Chief Evangelist at Zocks, to discuss how AI is affecting wealth management and why many advisors still underuse it due…...

6+ day, 3+ hour ago   (489+ words) Some investors are letting AI agents do their investing, but skeptics worry about the risks. State Street and UC Investments have launched an “endowment inspired” ETF. These are among the investment must reads for financial advisors this week. He’s Letting…...

1+ week, 3+ day ago   (31+ words) Helping Clients Align Wealth With Goals, Legacy and Life Transitions Wealth Management Sights, sounds and insights from industry events and more. Helping Clients Align Wealth With Goals, Legacy and Life Transitions...

1+ week, 4+ day ago   (372+ words) Advisors are also relying more on models when constructing model portfolios. Maximizing risk-adjusted returns, long-term wealth growth, asset diversification and downside risk protection remain the top priorities for financial advisors in portfolio construction, according to the August Trend Monitor report…...

1+ week, 6+ day ago   (419+ words) Sequoia Financial’s second-plus-$1 B deal of 2026 expands its presence in Colorado. Sequoia Financial Group, an Akron, Ohio-based wealth manager with $34.9 billion in assets under management, has acquired BSW Wealth Partners, a Colorado-based registered investment advisor with $2.3 billion in client assets....

2+ week, 5+ day ago   (546+ words) The two firms plan to relaunch the program under a new brand in 2027 after Wells Fargo and Morgan Stanley withdrew from participation in the lists. Forbes and Shook Research have suspended all wealth advisor rankings and events for the remainder…...

2+ week, 5+ day ago   (613+ words) Wells Fargo joins Morgan Stanley in halting its participation in the Forbes and Shook Research financial advisor lists amid a payment controversy, according to an internal memo. Wells Fargo Advisors has suspended its participation in Forbes advisor rankings and conferences,…...

3+ week, 3+ day ago   (899+ words) Private credit has become one of the most talked-about asset classes in investing. Unfortunately, it has also become one of the most misunderstood. Open any financial publication today, and you’ll see a familiar list of concerns: rising defaults, gated funds,…...

3+ week, 3+ day ago   (700+ words) In addition, FP Transitions releases an RIA value estimator, NewEdge’s Anthropic use leads to client outputs, and XYPN members get a deal on AI-backed client communications. VastAdvisor, an AI-powered startup focused on organic growth for wealth management firms, announced it…...