UBS Hit with $125M Fine for Anti-Money Laundering Violations
FinCEN, FINRA and CFTC fined the bank’s wealth management division for allegedly failing to fix problems with foreign-currency wire monitoring and customer due diligence…
Category: Online News Press
Sammons Financial Group Taps President TeKolste to be CEO
President Rob TeKolste will take over as CEO from Esfand Dinshaw in 2027 at the insurer that owns $10 billion RIA Wealthcare and $12…
Are PEPs a Fad, Niche or Mainstream?
Despite rapid growth to an estimated $30 billion to $40 billion, PEPs face headwinds including advisor reluctance, control concerns and conflicts that may limit…
How to Avoid AI-Generated Estate Plans that Look Brilliant, But Are Completely Wrong
Everyone is using AI. Not everyone is using it well.
Adjusted for Risk: The Right Way to Use ETFs for Success
VistaShares' Adam Patti discusses how ETF innovation is bringing institutional-style strategies to retail investors, emphasizing “look under the hood” due diligence.
Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond
Invesco's Karl Desmond breaks down how advisors work with both pre-built and custom model portfolios.
Wealth Management’s AI Strategy Has a Foundation Problem
The wealth management industry has been living with a toothache. AI just made it a medical emergency.
Best Robot Lawn Mowers (2026): My Picks After 3 Years of Testing
Smart mowers are an expensive alternative to old-fashioned yard work, but they’re finally good enough to consider if you’d rather sip an iced tea…
Alienware 27 QD-OLED (AW2726DM) Review: A $350 Winner
We’ve come a long way since exclusively $1,000+ OLED gaming monitors. Alienware’s latest display brings the price down to a shocking $350, though it…
People Are Ghosting Long-Term Partners. Some Don’t Regret It
The communication-free form of breaking up has become ubiquitous. “I no longer had to bear her energy,” a man who ghosted his partner of…