News
The Tax-Aware Investing Playbook
2+ day, 15+ hour ago (637+ words) Taxes: The biggest manageable cost in investing. Sponsored by Northern Trust Asset Management What Matters Most is What Investors Keep For many high-net-worth investors, taxes represent the single largest cost associated with their portfolios. Yet taxable portfolios are too often…...
People Moves: RIA Platform Vest Gen CEO Departs
2+ day, 10+ hour ago (612+ words) In addition, Emigrant hires for its new family office channel, Orion names a wealth platform and product head, and RIA Balefire adds a head of retirement plan consulting. Vest Gen Wealth Partners CEO Josh Gerry is stepping down and will…...
AI Compliance Lags as Demand Outpaces Regulatory Action
2+ day, 10+ hour ago (831+ words) During a FINRA conference dominated by AI-related discussions, Robinhood General Counsel Dan Gallagher suggested it could be safer for investors to use AI tools within a brokerage firm's "walled garden" rather than from third-party sources. Advancements and interest in artificial…...
Baron Capital Brings Growth Strategy to Booming ETF Space
2+ day, 13+ hour ago (1051+ words) Head of ETF solutions Matt Camuso discusses the company's vision for its ETF lineup. For over 40 years, Baron Capital has been known for its mutual funds. Last year, however, the New York City-based investment manager made its foray into the…...
Mountain Lake CIO Discusses Long-Term Equity Strategy
2+ day, 21+ hour ago (70+ words) Related: Q4 2025 PSN Top Guns - Global Markets Thrive in Q4 2025 Zephyr's Adjusted for Risk: Rethinking Risk - Why Smart Asset Allocation in Emerging Markets Matters Zephyr's Adjusted for Risk: Should Commodities Be a Core Holding in an Asset Allocation? Zephyr's Adjusted for Risk:…...
KKR Black Rock Apollo Work to Fix Struggling Private Credit Funds
2+ day, 15+ hour ago (862+ words) Yet as the firms" most outward-facing vehicles during the $1. 8 trillion market"s turbulent 2026, they"ve become outsized reputational stains as investors assess problems across the industry. Now, each asset manager is taking steps to address them, albeit with different tools....
Altruist Launches New RIA Model for Independent Advisors
3+ day, 12+ hour ago (475+ words) Altruist Advisors, which will launch broadly in the fall, will provide the compliance, custody and operational infrastructure needed to build an independent practice. Altruist is launching a beta of a new model that gives advisors access to the compliance, custody…...
Schwab CEO: AI Will Serve Below $1 M Clients
3+ day, 15+ hour ago (700+ words) Ahead of Schwab's investor day, CEO Rick Wurster also said the firm was on a "multi-year" journey to bolster its workplace offerings, including retirement plan investments. Charles Schwab CEO and President Rick Wurster said he sees artificial intelligence becoming a…...
PGIM Launches Its First Private Credit CIT for DC Plans
3+ day, 11+ hour ago (439+ words) Wealth Management PGIM Launches Its First Private Credit CIT for DC Plans The trust will kick off a broader lineup of private-market products for retirement plans. PGIM, the investment management arm of Prudential Financial, announced the launch of its first…...
AI Infrastructure Gives Independent Advisors an Edge
3+ day, 12+ hour ago (970+ words) For decades, wealth management has operated under a tradeoff. Advisors at wirehouses get scale: teams, systems and institutional infrastructure. But they sacrifice independence, boxed in by quotas and product-driven models. Independent advisors get freedom and fiduciary alignment. They also inherit…...