In 2024, a study by J.P. Morgan AI Research and Queen’s University found that leading proprietary artificial intelligence models could pass the CFA Level I and II mock exams, but they struggled with ...
Two weeks ago, Raymond James filed a lawsuit in the U.S. District Court for the Eastern District of Michigan against Pietro “Peter” Melia, the Michigan-based husband of Sarah Melia, who was a Raymond ...
Phil Sieg, CEO of J.P. Morgan Advisors, a division of J.P. Morgan Wealth Management, is retiring next month. Managing Director Mollie Colavita is stepping up to take his place. According to an ...
Creative Planning, the Overland Park, Kan.-based registered investment advisor with more than $370 billion in assets under management and advisement, has agreed to acquire SageView Advisory Group, a ...
A South Carolina-based team managing about $1.25 billion in client assets is joining independent broker/dealer LPL Financial from UBS. According to LPL, Jeffrey Allen, Steve Armaly, Brian Blackburn ...
Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...
Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund (HLVCG) ...
LPL and Ameriprise announced advisor shifts alongside one of several lawsuits being filed alleging misconduct by departing advisors. On Wednesday, LPL Financial announced that two former Ameriprise ...
Long Beach, Calif.-based RIA firm Halbert Hargrove has existed since the Great Depression and has seen every kind of market cycle since its founding in 1933. Its focus, according to co-CIO Brian ...
Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion in ...
Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014, will ...
Merchant Investment Management, a New York City-based investment firm that provides growth capital and other support to independent financial services firms, is adding valuation services for ...
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