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No upcoming events at this time “It’s the most wonderful time of the year…” or is it? Wait, I might be experiencing some holiday season nostalgia. Most everyone I know would not sing those words to describe “Tax Season”. Tariffs are the talk of corporate America right now. The markets (^GSPC, ^IXIC, ^DJI) are seeing si
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News
OnTrade Wants To Become The AI Layer Across The Wealth Management Stack
1+ week, 5+ day ago (429+ words) A team of veteran technology and finance executives has launched OnTrade, an AI platform designed to sit across the software wealth management firms already use rather than force them onto another system. The Seattle startup has been operating quietly since…...
AI’s WealthTech Winners May Be The Platforms Advisors Already Use
4+ week, 1+ day ago (158+ words) Startups aren't necessarily squeezed out of that future. Whitehead sees room for companies that complement existing platforms, become infrastructure behind them or solve problems incumbents can't readily replicate. Some will also become acquisition targets, allowing established providers to buy innovation…...
Warren Buffett’s $38 Billion Alphabet Bet Has Turned Berkshire Into An AI Investor
3+ week, 1+ day ago (189+ words) Buffett has also been candid about what bothers him. The largest technology companies are committing hundreds of billions of dollars because none can comfortably risk allowing a competitor to establish an insurmountable AI advantage. That makes the spending rational individually…...
Citadel Bought A Collapsing AI Fund’s Portfolio. Three Weeks Later, It Has Shed 80% Of The Risk.
3+ week, 1+ day ago (525+ words) infrastructure and counterparties to survive owning the assets and enough market access to distribute the risk...
Envestnet Is Buying Vestmark To Push Deeper Into Trading And Tax Management
3+ day, 14+ hour ago (324+ words) “Wealth management offerings have been siloed for too long,” Todd said, pointing to advisors, traders and portfolio managers working in separate parts of the investment process. Vestmark gives Envestnet a way to connect more of that process, from portfolio construction…...
Goldman Is Getting A Rush Of Calls From Newly Minted AI Millionaires
3+ day, 14+ hour ago (371+ words) gifts efficiently around taxes and appreciated assets. Goldman’s surge in inquiries suggests those questions...
Silicon Valley’s New AI Millionaires Are Already Planning For The Boom To End
1+ week, 5+ day ago (218+ words) “The dollar amounts have gotten so big, so fast,” Nicholas Garcia, a principal wealth advisor at Compound Planning, told Business Insider. His firm manages more than $5 billion and says concerns about an AI bubble now arise in nearly every client…...
Jeffrey Gundlach Says Wall Street’s $500 Billion AI Financing Plan Looks Like A Market-Top Warning
3+ week, 4+ day ago (262+ words) That machinery can work perfectly well if the assets produce enough cash before they lose their usefulness....
AI’s Biggest Fiduciary Risk May Arrive After Advisors Learn To Trust It
3+ week, 2+ day ago (229+ words) Wealth firms have spent the past two years worrying about whether artificial intelligence gives advisors bad answers. Oasis Group CEO John O’Connell sees a more difficult problem emerging as the technology improves: what happens when AI becomes reliable enough that…...
Ashley Austin Says An Artist’s Estate Plan Needs To Protect More Than The Money
4+ day, 19+ hour ago (348+ words) estate plan determines ownership and authority over assets including catalogs, publishing rights, masters,...