Addepar CEO Eric Poirier on AI, Alts and the ‘Eternal Optimist’ New technologies can help advisors serve more clients, and one day help address wealth inequality … hopefully. Sign up for market insights, wealth management practice essentials and industry ... See more
What’cha gonna do with all that junk, all that junk inside your trunk? Yeah, we realize the Black Eyed Peas weren’t talking about junk bonds when they popularized that lyric in 2005, but think of it as double-entendre. New research from The Wall Street Jo... See more
BlackRock, State Street Want In on the Nasdaq 100. Can They Compete With Invesco’s QQQ? Expense ratios aren’t listed in the new filings, but the newcomers have significant backing and reach to support the launches. Sign up for exclusive news and analysis ... See more
Merrill’s latest AI technology wants to crash your next client meeting. The Wall Street bank, along with Bank of America Private Bank, announced the rollout of Meeting Journey this week, an AI-powered tool designed to automate client meetings, handling ev... See more
The Fiduciary Rule may be gone, but it’s definitely still a vibe. The Biden-era legislation was struck down by a federal court last week after an almost decade-long saga, dating to an Obama administration push to make clients’ best interest mandatory in s... See more
