3+ day, 11+ hour ago   (371+ words) Goldman Sachs is seeing a “huge uptick” in inquiries from AI founders, executives, researchers, developers and investors whose equity has suddenly become life-changing wealth. Brittany Boals Moeller, the firm’s San Francisco head of private wealth management, says the speed and…...

3+ day, 12+ 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…...

3+ day, 20+ hour ago   (425+ words) Weak economic data is supposed to pull long-term interest rates down. Instead, Treasury yields have been climbing, and Brookings Institution senior fellow Robin Brooks says that reversal is evidence that demand for U.S. government debt is weaker than it looks. That…...

4+ day, 16+ hour ago   (348+ words) The distinction between an estate plan and a legacy plan sits at the center of Austin’s work. The estate plan determines ownership and authority over assets including catalogs, publishing rights, masters, trademarks, likenesses, memorabilia, archives and unreleased material. The legacy…...

4+ day, 17+ hour ago   (278+ words) That distinction could be worth billions. Wilson and affiliated family entities now control roughly 8.7% of Lululemon, recently worth close to $1 billion, while his nearly 18% stake in Amer Sports is valued at almost $3 billion. His family office also holds substantial real…...

1+ week, 12+ hour ago   (259+ words) Blue Owl already has plenty invested in the theme. The firm closed its latest digital infrastructure fund in May with $7 billion of commitments, while its Stack Infrastructure business owns data centers across the Americas, Europe and Asia. Stack is separately…...

1+ week, 3+ day ago   (672+ words) thewealthadvisor.com Nvidia did something unusual after its latest earnings report: it told Wall Street how fast it expects revenue to grow more than a year from now. The company now expects 70% revenue growth in fiscal 2028, compared with the roughly…...

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…...

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…...

1+ week, 5+ day ago   (311+ words) Big Tech has spent earnings season startling investors with ever-larger AI budgets, but Goldman Sachs’ Eric Sheridan thinks the surprises are nowhere near finished. He expects AI supply and demand to remain out of balance until the first half of…...