Finance News
Savvy Advisors Adds 11th Recruit to AI-Enabled Platform
Savvy Advisors adds a former LPL advisor as the venture capital-backed firm steps up recruiting efforts.
By NB
Oct 25, 2023
CAIS Launches New Alternative Investment Management Platform
The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.
By NB
Oct 25, 2023
Think You Know the Risk Profile of Your Clients? Think Again.
Today’s tools are too basic and provide mixed results.
By NB
Oct 25, 2023
A Major Driver of US Equities in the Past Decade Is Fading Fast
US stock repurchases are tracking a 3% decline in the third quarter after falling 26% in the previous three months.
By NB
Oct 25, 2023