Family offices should take advantage of the “soft side” of artificial intelligence, embrace “recursive decomposition” and be wary of a do-it-yourself “vibe coding” approach to AI, industry ...

The Mather Group, Legacy Consulting Group The Mather Group, a Chicago-headquartered fee-only investment advisory firm with $17 billion in assets, has partnered with Legacy Consulting Group, a ...

Ascentis Independent Advisors, part of Dallas-based Ascentis Holdings, has added more than $1 billion in client assets after four advisory practices moved across from Raymond James Financial ...

Wealthspire has launched Wealthspire Sports & Entertainment (WSE), a dedicated wealth management practice serving professional athletes, entertainers, creators and others whose careers can involve ...

Zidle will work with Cresset's investment and advisory teams on the firm's views across macroeconomics, asset allocation and public and private markets. He will also advise the firm's institutional ...

Citigroup, or Citi, has appointed former Morgan Stanley senior figure Michael Zezas (main picture) as research head. He is taking on the role from Rob Rowe, who held the position ad interim. At ...

FactSet FactSet, a US financial data and analytics provider, has expanded its partnership with Scotia Wealth Management, the wealth management arm of Canada’s Scotiabank, to integrate its tools ...

Raymond James Raymond James has welcomed financial advisor Aaron Martin to its independent advisor channel.

The firm's survey of 71 countries found that 84 per cent of respondents expect cyber spending to rise and half of security leaders feel least prepared for attacks on AI systems. A survey of 3,934 ...

Cresset Capital Management is close to acquiring National Advisors Trust, a step that would build a national trust business with $13.1 billion of assets. The entity would serve Cresset and ...

KKR, the US private markets giant, has acquired Gen II Fund Services, the funds administration business serving more than 275 investment managers representing over $2 trillion in assets. The ...

The US wealth management group has merged with a trio of firms across the country. Cerity Partners has clocked up three mergers in recent days: Compass Wealth Management ($320 million AuM); ...