Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…
Tag: Wealth management
CFP Board forms AI Working Group
The CFP Board has convened a new AI Working Group to address the technology’s place in…
FPA’s new online tool aims to help advisors boost behavioral skills
The qualities that make someone a great financial planner go far beyond simple technical knowledge. Reflecting…
Morgan Stanley, Raymond James CEOs on the advantages of size
At a time when many advisors dream of breaking away to start their own practices, the…
Advisor offices in residences doubled in last few years
When COVID-19 changed the world, Zoom spread the familiarity of virtual meetings. Now, the meaning of…
Advisor confidence rising, but still underwater overall
Financial advisors’ confidence levels have continued to rebound but remain in the red overall. That’s the…
Jimmy Buffett’s widow sues to remove trustee of $275 million estate
Jane Buffett, the widow of singer Jimmy Buffett, is seeking to remove the co-trustee of her…
Cresset looks to private credit amid market swings
Cresset Capital has turned to private credit to boost client returns as President Donald Trump’s on-off…
Affluent investors favor fee-based — if they understand it
A recent report by research firm Cerulli Associates found that affluent clients are most interested in…
JPMorgan to let clients borrow against crypto ETFs
JPMorgan plans to let trading and wealth-management clients use some cryptocurrency-linked assets as collateral for loans,…
Building a multifamily office’s tech: Show Me Your Stack
Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…
RBC Wealth’s asset flows flatline in Q2
RBC’s U.S. wealth management business saw its revenue rise slightly in the second quarter, even as…
FPA president talks exit planning, priorities and AI
A certified exit planner, Paul Brahim has first-hand experience in the importance of planning for business…
Simon Quick Advisors stays free of PE with latest deal
Chris Moore of Simon Quick Advisors doesn’t think there’s necessarily anything wrong with accepting private equity…
Will advisors add AI avatars to their communication toolkit?
In the middle of the frame sits a bespectacled gentleman, facing the screen. Behind him, the…
Advisors share go-to strategies for connecting with women clients
Women are set to control a growing share of U.S. wealth, and financial advisors who ignore…
Direct indexing keep clients invested in volatile markets
“Everyone has a plan until they get punched in the face.” — Mike Tyson Advisors are…
How AI reduced the need for a virtual assistant: Show Me Your Stack
Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…
Patriot National gets serious about private banking
Stamford, ConnecticutAdobe Stock Two months after shepherding a $58 million private placement to completion, Patriot National…
Is scale a necessary evil in wealth management?
What do Morgan Stanley, Schwab, Edward Jones and Creative Planning have in common? Louis Diamond is…
Some advisors rage against the machine learning
Roadblocks to AI adoption in wealth management are usually attributed to lack of education, access and…