1+ day, 22+ hour ago   (592+ words) Seven in ten wealthy Americans say their financial advisor has never asked to manage a larger share of their assets despite 95% of advisors saying they actively try to consolidate client assets. SEI Investments Company surveyed 518 financial advisors and 302 high-net-worth investors…...

2+ day, 15+ hour ago   (796+ words) Amid a barrage of fintech announcements in the lead-up to the hotly anticipated Future Proof Festival next week, Vanilla, SS&C and FinTurk rolled out a raft of AI-driven upgrades aimed at reducing the manual work advisors do to spot…...

2+ day, 19+ hour ago   (457+ words) Advisors got a preview of this week's inflation picture Thursday as the Producer Price Index rose 0.4% in August, matching forecasts. But the more consequential number — the Consumer Price Index – lands Friday, and could tip the scales on next week's Fed…...

3+ day, 6+ min ago   (507+ words) Financial advisors are stepping back from hands-on portfolio construction at an accelerating pace as younger planners demonstrate different ideas about where their time is best spent. According to the report, advisors now spend the majority of their time (59 percent) on…...

3+ day, 9+ hour ago   (387+ words) Baird has added Jesse Wilson, AWM, CFP, as a director and financial advisor to its wealth management office in Chandler, Arizona. Wilson comes from Edelman Financial Engines, where he managed approximately $220 million in client assets, and brings more than 27 years…...

3+ day, 33+ min ago   (725+ words) President Donald Trump has promised every adult American citizen a $5,000 cash payment (which he dubbed a "Trump Dividend") if Republicans retain control of both chambers of Congress in the November 2026 midterm elections. It’s a proposal that would cost more than…...

3+ day, 19+ hour ago   (709+ words) Two wealth management firms operating within the RFG Advisory community have merged to create WFA Volare, a unified practice managing more than $750 million in client assets across Louisiana and surrounding markets. The transaction brings together WFA, which carries nearly 30 years…...

4+ day, 11+ hour ago   (776+ words) A San Francisco fintech company is betting that wealth management firms want more than AI-generated insights - they want AI that can actually run the operation. Feathery has unveiled Robin, an AI operations assistant designed to let insurance, wealth management, and…...

4+ day, 13+ hour ago   (311+ words) Fitch Ratings reported that its U.S. Private Credit Default Rate rose to a record 6.1% for the trailing 12 months ending in July 2026. Another recent analysis from the Wall Street Journal found that loan defaults at funds managed by Ares Management, Blackstone, Blue…...

4+ day, 15+ hour ago   (502+ words) Edward Jones has planted its flag in two of college sports' highest-profile programs this month, situating itself as the Official Wealth Management Partner of both Duke Basketball and Oregon Athletics. The agreements, both of which run through 2030, effectively put the…...