Lines Blurring Between RPAs and Institutional Investment Consultants
The competition to win the convergence race is heating up.
Apple Mac Mini (M6) Review: For the AI Curious
Apple has refreshed the Mac Mini with a brand-new chip, the M6. And this time, it’s more focused on AI than ever.
Got an Android Phone? Google Thinks You’ll Probably Want a Googlebook Laptop
Apple lovers have long enjoyed seamless connectivity between their iPhones and Macs. Now, Google’s bringing that experience to Android.
Concurrent Expands in Houston, Tops $23B in Assets
The team has left Raymond James to bring $425 million in AUM to Concurrent’s 1099 affiliation platform, which now oversees more than $23 billion…
Osaic Faces Additional Cash Sweep Class Action Suit
Two customers claim the firm prioritized profits by keeping sweep account interest rates artificially low. It's the latest in a line of cash sweep…
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.