Views from 6,230: Tax-Aware, Personalized and Scalable—The New Model Portfolio
Vestmark's Rob Battista on how custom models can reflect advisor preferences, support multi-manager open architecture, and incorporate multiple vehicles within a UMA.
The Top New Features in Apple’s iOS 27 and iPadOS 27
The latest iPhone update is chock-full of smart upgrades, with a big focus on improvements to Siri.
Wealth Management Invest: Building Diversified Portfolios with Nomura’s Milissa Hutchinson
Nomura's Milissa Hutchinson discusses how advisors should approach diversification for today’s markets.
New York Seizes a Dozen Celebrity Deepfake Websites
In the biggest-ever legal action against harmful deepfake websites, the Manhattan District Attorney’s Office has seized 12 sites that collectively targeted around 1,200 victims.
Over-Focusing on Estate Taxes Creates Tunnel Vision
Be careful not to limit clients’ planning tools because of pre-conceived notions.
The Estate Planning Documents Clients Need At Every Life Stage
A practical guide to what they need, and when.
Anthropic Launches Claude for Financial Advisors
The new AI suite connects to custodians, CRMs and planning tools advisors use daily and could replace some newer products already on the market.
AI-Backed Portfolio Management Platform Pave Finance Raises $15M Series A
Valued at $100 million, Pave touts a lower-cost, personalized investment platform for financial advisors.
2026 Wealthies: Rising Stars of the Year
These next-gen industry leaders were honored at the 2026 Wealth Management Industry Awards in New York City.
Broker/Dealers Race to Build Bridge to Wealth
Broker/dealers at the recent RPA roundtable discussed how data challenges slow convergence efforts as firms pursue IRA rollovers, managed accounts and financial planning to…