Anthropic has signaled its intent to significantly expand the capabilities of its specialized AI tool, Claude for financial advisers, by confirming plans for "additional waves" of plugin releases. This strategic…
Kirkland & Ellis has ascended to the pinnacle of M&A legal advisory, securing the top position in GlobalData’s latest Legal Advisers League Table for the first three quarters (Q1-Q3) of…
WASHINGTON D.C. – October 3, 2026 – The U.S. Securities and Exchange Commission (SEC) today advanced a significant proposal aimed at modernizing the custody rules for registered investment advisers and…
In a significant move designed to enhance efficiency and client service within the financial advisory sector, True Potential has announced a strategic partnership with Origo, a leading provider of financial…
The historical friction between the financial planning community and the reverse mortgage industry has long been characterized by a profound lack of mutual understanding and a reliance on outdated stigmas.…
On April 20, 2026, a significant development emerged in the regulatory landscape for private fund advisers. The U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC),…
Shackleton Advisers has significantly expanded its presence and specialized financial planning capabilities in London with the strategic acquisition of Parallel Financial, a well-regarded financial advice firm based in Putney. This…
