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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) 2021, along with former Bank of America chief investment officer Zachary Harl. The bet is that wealth...
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) Citadel could wait long enough to buy, but its investment thesis still depended on being able to move billions...
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…...
Envestnet Is Buying Vestmark To Push Deeper Into Trading And Tax Management
3+ day, 14+ hour ago (324+ words) portfolio managers working in separate parts of the investment process. Vestmark gives Envestnet a way to connect...
Goldman Is Getting A Rush Of Calls From Newly Minted AI Millionaires
3+ day, 14+ hour ago (371+ words) is emerging almost immediately alongside those investment questions. Boals Moeller says charity is a “huge...
Daniel Lubetzky Says The Best Business Ideas Need A Moment When You Try To Kill Them
2+ week, 3+ day ago (477+ words) Daniel Lubetzky built Kind Snacks from an idea that once looked unconventional enough to fail. Now the billionaire founder and “Shark Tank” investor says he deliberately subjects new ideas to a three-stage process that begins with removing every filter, then…...
AdvisorEngine’s Beth Haddock on Turning Compliance Into a Growth Engine
1+ week, 4+ day ago (608+ words) Reducing the Weight of Non-Client WorkMuch of Haddock’s focus centers on emerging technology and how advisors can use it to compete without losing time to operational drag. She points to the rise of digitally native practice management as a turning…...
Jeffrey Gundlach Says Wall Street’s $500 Billion AI Financing Plan Looks Like A Market-Top Warning
3+ week, 4+ day ago (262+ words) Gundlach sees the financing structure itself as a warning. Market tops don’t arrive with an announcement, he argued, but investors can watch for declarations of new asset classes built around financial innovation and supported by credit ratings whose reliability remains…...
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…...