Finance News
JP Morgan Asset Management to Distribute Selected Alternatives & Private Market Investment on iCapital Platform in APAC Providing Wealth Managers Acce
JP Morgan Asset Management to Distribute Selected Alternatives & Private Market Investment on iCapital Platform in APAC Providing Wealth Managers Access to Asset Classes Including Private Equity, Infrastructure, Transportation & Real Estate, First
By NB
Mar 9, 2024
SEC’s AI Rule Could 'Weaken' Advisors’ Fiduciary Duty, IAA Attorney Argues
The advocacy group for advisors argued the rule is overly broad. In contrast, the outgoing director of the SEC's Investment Management Division said the degree of risk in AI’s proliferation is “obvious.”
By NB
Mar 9, 2024
Three Female Advisors Launch Chicago RIA Focused on Inclusivity and Communication
Expressive Wealth, a new RIA with $200 million in assets, is led by three female partners and has a licensed clinical psychologist on staff.
By NB
Mar 9, 2024
The Wealthstack Podcast: Measuring Tech ROI with Buckingham's John Spyers
Buckingham Wealth Partners' John Spyers discusses how productivity solutions are resulting in real results for firms.
By NB
Mar 9, 2024