How Citi Wealth uses AI for insights to support, not replace advisors
Research shows that 70% of wealth managers believe AI enhances.The wealth management industry's use of Artificial Intelligence (AI) is under...
advisors
State Street ditches ‘Global Advisors’ in asset management rebrand
State Street’s asset management arm has ditched the ‘Global Advisors’ label as part of its first renaming in 30 years.Now...
State Street Global Advisors Rebrands to Lead $4.67T Asset Management Future
New brand name and visual identity reflect the asset manager’s growth and strategic ambition as the leading partner and provider...
Advisors and Their Clients Call for New Asset Classes in Model Portfolios
Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and...
Merit Financial Advisors acquires Oregon’s Roth Asset Management
The acquisition marks Merit’s 30th since it received a minority investment from Wealth Partners Capital Group. Credit: Pro.Sto/Shutterstock. Atlanta, Georgia-based...
Another type of all-in-one investment helps simplify the job for advisors
Open this photo in gallery:Asset allocation model portfolios, which are catching on in the U.S., provide another way for advisors...
