In 2024, AI To Bring Small Improvements—and Bigger Threats
What does the history of John Deere, a 185-year-old agricultural company, have to tell us about the state of AI in advisor technology?
Read moreWhat does the history of John Deere, a 185-year-old agricultural company, have to tell us about the state of AI in advisor technology?
Read moreNAIFA members, set a reminder! The Q1 State of NAIFA 2024 webinar is happening on January 25th at 12 pm Eastern. Don’t miss this first update of the year, as it’s a key part of our commitment to keeping you well-informed about our...
Read moreThis list includes the best-performing ETF from the top sector sub-categories of the past year.
Read moreIndustry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as storylines to look out for in the...
Read moreAdvisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.
Read moreIndustry experts cited the DOL’s fiduciary rule, further guidance on the SEC’s marketing rule and potential movement on unpaid FINRA arbitration awards as possible developments in 2024.
Read moreAs alternative investment options move beyond interval funds and ETFs in the coming year, advisors will need to grapple with whether to use them.
Read moreForecasters don’t see much upside for the S&P 500 in 2024, but some of its best returns have come in years when soothsayers least expected them.
Read moreWall Street has lost out on billions in fees as direct lenders lured away corporate borrowers. The future of their leveraged lending businesses depends on how they adapt.
Read moreThe independent broker/dealers that tighten connections with their advisors and demonstrate flexibility in their affiliation models will be competitive in the year ahead.
Read morePotential failures range from cyber theft to fee inflation to document mismanagement.
Read moreCynthia Zalewsky, president of $45 million in AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on.
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