Apple’s New Siri AI Is Ready to Get Personal
From a stand-alone app to a Google Gemini partnership, here’s everything you need to know from WWDC 2026 about Apple’s upcoming overhaul of Siri.
Carlyle Completes Deal to Acquire Majority Stake in MAI Capital Management
With the close of the transaction, Galway Holdings and funds managed by Harvest Partners, LP and Oak Hill Capital have exited their positions.
Talent Can Be ‘Insurance Policy’ During AI’s Unpredictable Impact
During last week’s BNY INSITE conference, Cresset CEO Susie Cranston hypothesized that the talent search may heat up if finding experienced employees becomes more…
What Advisors Get Wrong About Real Estate Tax Deferral
Getting the deduction is one thing. The harder part is earning the right to use it.
Wealth Management Invest: BofA Merrill’s Mark Sutterlin on Alternatives Allocations
Merrill’s Mark Sutterlin outlines how demand for alternative investments is evolving, particularly among ultra-high-net-worth investors, and explains how firms are expanding access through new…
The Conversation That Could Save Real Estate Heirs Millions
Real estate investors owe their families more than a portfolio.
The Biggest Opportunities and Challenges Facing 401(k) Record Keepers
The leading providers gathered to discuss at the 8th Annual RPA Record Keeper Roundtable held in conjunction with the DCIIA/SPARK/EBRI Public Policy Forum
Recent Tech Layoffs Bring Client Surge for Specialist Financial Advisors
Financial advisors who specialize in working with tech sector employees are managing stock incentives, healthcare and long-term life decisions with affected workers.
Zephyr’s Adjusted for Risk: Uncovering the Holy Grail of Advisory Services: Customization Meets Scale
Ryan Nauman interviews Alex Graf of Modelist, on how advisors can scale custom model portfolios without losing brand
Maps: 7.8-Magnitude Earthquake Near the Philippines Raises Tsunami Alerts
View the location of the quake’s epicenter and shake area.