Finance News
TIFIN Launches TIFIN.AI Platform
J.P. Morgan's latest investment in the startup incubator is fueling the firm's next round of AI-enhanced technology tools for advisors.
By NB
Jul 29, 2023
Why Innovators Pounce When Growth Slows
Wealth management is still a growth industry. We’ll never have enough advisors to serve every potential client. So when organic growth hits a wall, it’s exciting to watch the industry’s hungriest, most inventive leaders find a way over it. Instead of hunk
By NB
Jul 29, 2023
RIA Roundup: Manhattan West Exceeds $1B in Assets with Private Wealth Recruits
Aspiriant, Key Private Bank and Merrill Lynch lost advisors to Manhattan West and Steward Partners in moves announced this week, while F.L.Putnam expanded in Maine.
By NB
Jul 29, 2023
A Feud is Brewing Over Dianne Feinstein’s Husband’s Estate
The long-tenured senator's daughter has filed two separate lawsuits on her behalf.
By NB
Jul 29, 2023