The financial advisory landscape is currently navigating a period of significant turbulence, marked by a precipitous decline in advisor confidence, reaching its lowest point in several years. This downturn is…
Citi Wealth has announced the appointment of Alex Kokolis as its new Head of Investments Platform Experience, a strategic move signaling the financial giant’s continued commitment to revolutionizing its digital…
Citi Wealth has announced the strategic appointment of Alex Kokolis as its new Head of Investments Platform Experience, a move designed to significantly bolster the firm’s investment capabilities and client…
Sun Life’s commitment to leveraging artificial intelligence to enhance advisor efficiency and client relationships has been recognized with its third consecutive Chief Information Officer (CIO) Award Canada. The latest accolade…
Northern Trust, a leading financial institution renowned for its custodial and asset servicing capabilities, has announced a significant strategic partnership with Lukka, a prominent provider of institutional-grade digital asset data…
An Ontario court has mandated that accountant John Rosenthal and his firm, RZN, LLP, collectively pay more than $211,000 to a former client, ruling that Rosenthal fundamentally breached his professional…
Miami-based wealth management firm Corient has witnessed a remarkable surge in its clients’ assets, more than doubling since the beginning of the year. At the helm of this impressive expansion…
The wealth management industry is undergoing a significant transformation, shifting from the traditional model of individual advisors to a more collaborative, team-based approach. This evolution is driven by the increasing…
RFG Advisory has achieved a significant milestone, approaching $9 billion in client assets under management (AUM) following a robust first half of 2026. This growth has been bolstered by the…
Zeplyn, a prominent provider of an AI operating system tailored for wealth management firms, has launched Advisor Coaching, an innovative capability designed to automate the evaluation of advisor-client conversations and…
